TaxDome March update: SMS communication, Improved proposals, the ability for clients to upload entire folders, and more from make a secure folder in windows 10 Watch Video
Preview(s): Play Video: (Note: The default playback of the video is HD VERSION. If your browser is buffering the video slowly, please play the REGULAR MP4 VERSION or Open The Video below for better experience. Thank you!)
Your browser does not support playing the video.Please download the video!
Description: Tax season is in full swing. Here are all the March updates we’ve made to make communication easier, keep your clients secure, and make your workflow more efficient. nnWhat’s new this month: SMS communication with your clients, folder uploads for easier document sharing from your clients, account filters, additional eSignature options, and a sneak peek at our AI reporting feature. nnDiscover the benefits of utilizing our SMS feature for client communication in our blog: https://blog.taxdome.