I really enjoyed the easy of the integrations! It was so easy to just plug in Adobe and Quickbooks Online. I also like that it has project management for internal ( my team) as well has having the client task lists. I really like that clients don't...
There are so many features available within TaxDome. Our favorite so far is the button for clicks to tell us they are done submitting documents. We also are in love with the diversity of the organizers.
I have watched the videos on creating a workflow and they have you create a template but then in no way does the video explain how it relates to the pipeline. So I have a template with what I need and a Pipeline that doesn't work.
I really enjoyed the easy of the integrations! It was so easy to just plug in Adobe and Quickbooks Online. I also like that it has project management for internal ( my team) as well has having the client task lists. I really like that clients don't...
There are so many features available within TaxDome. Our favorite so far is the button for clicks to tell us they are done submitting documents. We also are in love with the diversity of the organizers.
I have watched the videos on creating a workflow and they have you create a template but then in no way does the video explain how it relates to the pipeline. So I have a template with what I need and a Pipeline that doesn't work.