Session 3: Automating workflows

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.

Take the certification quiz here: https://academy.taxdome.com/folder/bootcamp-essential-workshops

Access the handouts with helpful articles here: https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/handouts_basic_bootcamp.pdf

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