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Session 4: Testing workflows and setting up payments

About This Webinar

Optimize your workflows and simplify payment processes for your firm

Q&A transcript: https://docs.google.com/document/d/1vAr9Cjn_oz34ibp7GyFiTGxKeNqFLQV8Ireac2BPtho/edit?usp=sharing

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

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

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