Effective team management & collaboration in TaxDome

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:

How to allocate responsibilities in your team by using employee access rights
About account access and how to start automating the assigning of accounts to specific team members
How to reduce clutter by using the account followers feature
How to communicate with your team in TaxDome
About using @Mentions to keep employees in the loop of conversations
How to use secure messages to communicate with clients
How team management works in TaxDome, with different aspects and examples