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🟢 Beginner, 24 min video
Building strong client relationships is a cornerstone of your accounting practice. A satisfied client will stay with your firm longer, refer you to others and seek additional services. From this perspective, the way you communicate with your clients is vital for positive accountant-client relationships. This training covers all the TaxDome features you should be using to build and maintain perfect client relationships.
In this webinar you’ll learn:
Save twice as much time learning about organizers by taking the TaxDome Academy course: ‘How to use organizers’.
How to automate client onboarding with TaxDome: More>>
How to sync your email with TaxDome: More>>
Your all-in-one notification center: Inbox: More>>
Managing email settings: More>>
Secure messages: More>>
Client tasks in messages: More>>
Automations: More>>
Customizables organizers: More>>
Custom organizer templates: More>>
Conditional organizers: More>>
Installing the mobile app for Android/iOS: More>>
How to request documents from clients or third parties: More>>
Client dashboard: More>>
Automated reminders: More>>
E-signature, explained: More>>
Knowledge-based authentication (KBA): More>>
How to keep clients in the loop during peak periods
Learn how not to lose clients because of the lack of clear communication.
🟢 Beginner
Manage your firm more efficiently with the TaxDome reporting system
Get real-time insights into where your firm’s going, measure team workload, efficiency and revenue.
🟡 Intermediate
Effective team management & collaboration in TaxDome
Explore to get your team’s work structured and organized with TaxDome.
🟡 Intermediate