Home \ TaxDome Webinars & Tutorials \ How to streamline exchanging documents internally & with clients
Supercharge your document workflow by using TaxDome to store, manage and share documents securely with your clients.
🟢 Beginner, 23 min video
A well-maintained document workflow is a great help when collaborating with your team and your clients. TaxDome’s robust document management system is incorporated with your e-signatures, client portal and CRM. This significantly improves your overall workflow and saves you money you might have spent on multiple subscriptions. TaxDome will free up time once spent on managing documents and allow you to provide more valuable services.
In this webinar you’ll learn:
Save twice as much time learning about exchanging documents by taking the TaxDome Academy course
Document access rights: More>>
Folder templates: More>>
Collect feedback/get approval from clients: More>>
Request e-signatures from clients: More>>
Request KBA: More>>
Sharing documents with 3rd parties that aren’t on the portal: More>>
The TaxDome Windows and MacOS apps
Uploading documents: More>>
Scan to TaxDome: More>>