Home \ TaxDome Webinars & Tutorials \ How to automate your client onboarding with TaxDome
Take a look at the best practices onboarding 1040 new clients using TaxDome.
🟢 Beginner, 11 min video
New client onboarding is a chance for your firm to determine the contour of your client relationships. It’s a must for converting leads into new clients and new clients into returning ones. By automating client onboarding with TaxDome, you ensure a seamless client experience and optimization of your team resources for successful client management.
Save twice as much time learning about workflow automation by taking the TaxDome Academy course:
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Learn how not to lose clients because of the lack of clear communication.
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with TaxDome
Discover the basics of TaxDome and how to set up your TaxDome account from scratch.
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Learn how to build and improve client experience with TaxDome’s powerful tools.
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