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.
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