Session 2: Importing your clients

Learn how to import your client data into TaxDome and set up effective communication channels and workflows that keep everything organized and running smoothly. By the end of this session, you’ll have all your client information uploaded and ready for efficient communication throughout the busy tax season.

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

Access the client import sheet here: https://docs.google.com/spreadsheets/d/1vqNomb3j1dzAGUyYAjss_mm51wQ2Bhgx/

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

See TaxDome in action, request demo: https://taxdo.me/bootcamp_demo

Book a 1-on-1 for Multi-Year Upgrade: https://taxdo.me/bootcamp_multi_year

Product Updates & Waitlist: See what’s new: https://taxdo.me/bootcamp_product_upd

Join TaxDome Research Program: https://taxdo.me/bootcamp_research