Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
About This Webinar
Set up automated workflows to manage repetitive tasks, such as client onboarding, document requests, and follow-ups. By the end of this session, you’ll have workflows in place that handle routine tasks automatically, freeing up more time for tax preparation and giving your clients a smoother experience.
Access the handouts with helpful articles here: https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/handouts_basic_bootcamp.pdf
