Karbon is like the command center for our accounting firm, seamlessly bringing together all our communications, tasks, and client work in one place. The collaborative email and task management features are a game-changer, allowing our team to stay...
The cumbersome nature of setting up work
I am just starting out with TaxDome but I really like the ability to make such a 'smart' organizer that only has clients focus on the parts that are relevant to them. I like being able to set up a pipeline with automatation that keeps the processes flowing...
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.
Karbon is like the command center for our accounting firm, seamlessly bringing together all our communications, tasks, and client work in one place. The collaborative email and task management features are a game-changer, allowing our team to stay...
I am just starting out with TaxDome but I really like the ability to make such a 'smart' organizer that only has clients focus on the parts that are relevant to them. I like being able to set up a pipeline with automatation that keeps the processes flowing...
The cumbersome nature of setting up work
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.