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Explore to get your team’s work structured and organized with TaxDome.
🟡 Intermediate, 28 min video
One of the ways to approach the chaos during peak times and take control of your business is to optimize processes and align your team’s effort with business goals. Whether you are a team of 5 or 500, the solid TaxDome team management system helps gain clarity over what your team is working on, where every client relationship stands and what priorities need adjusting.
In this webinar you’ll learn:
Read about team collaboration on TaxDome in our blog: More>>
Team member access rights: More>>
Assignees & account access: More>>
Account followers: More>>
@Mentions: More>>
Conditional stages & automations: More>>
Update account tags automation: More>>
Create tasks & to-do lists: More>>
Messag es: send manually or automatically: More>>
Messages: create & apply templates: More>>
Messages: link to jobs, set up automove: More>>