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Effective team management & collaboration in TaxDome

Explore to get your team’s work structured and organized with TaxDome.

🟡 Intermediate, 28 min video

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One of the ways to approach the chaos during busy season and take control of your business is to optimize processes and align your team’s effort with business goals. Whether you are a team of 5 or 500, the solid TaxDome team management system helps gain clarity over what your team is working on, where every client relationship stands, and what priorities need adjusting.

In this webinar you’ll learn:

  • How to allocate responsibilities in your team with employee’s access rights
  • Account access and how to start automating assigning accounts to specific team members
  • How reduce clutter by using the account followers feature
  • How to communicate with your team in TaxDome
  • @Mentions for keeping employees in the context of conversations
  • How to use secure messages to communicate with clients
  • Team management in TaxDome: different aspects and use cases

New to TaxDome?

Reading type?

Read about team collaboration on TaxDome in our blog: More>>

Team member access rights: More>>

Assignees & account access: More>>

Account followers: More>>

@Mentions: More>>

Conditional stages & automations: More>>

Update account tags automation: More>> Create tasks & to-dos: More>>

Messages: send manually or automatically: More>>

Messages: create & apply templates: More>>

Messages: link to jobs, set up automove: More>>

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