Kick off your journey with TaxDome by learning how to set up your account, organize your CRM, and efficiently manage your clients as you prepare for the upcoming tax season. This session includes a hands-on demo showing you the key outcomes you’ll achieve during the bootcamp, along with a live sheet formatting session to help you get organized.
Client import sheet template: 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