How to streamline exchanging documents internally & with clients
Supercharge your document workflow by using TaxDome to store, manage and share documents securely with your clients.
🟢 Beginner, 23 min video
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A well-maintained document workflow is a great assistance in collaboration with your team and your clients. TaxDome’s robust document management system is incorporated with your e-signatures, client portal and CRM. This significantly improves your overall workflow and saves you money you could’ve spent on multiple subscriptions. With TaxDome, you will be able to spend less time managing documents and more time providing valuable services.
In this webinar you’ll learn:
Save twice as much time learning about exchanging documents by taking the TaxDome Academy course ‘How to streamline exchanging documents’.

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Document access rights: More>>
Folder templates: More>>
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Request KBA: More>>
Sharing documents with 3rd parties that aren’t on the portal: More>>
The TaxDome Windows and MacOS apps
Uploading documents: More>>
Scan to TaxDome: More>>
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