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How to communicate with your clients in TaxDome

Learn how to build and improve client experience with TaxDome’s powerful tools.

🟢 Beginner, 24 min video

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Building strong client relationships is a cornerstone of your accounting practice. A satisfied client will stay with your firm longer, refer you to others and seek additional services. From this perspective, the way you communicate with your clients is vital for positive accountant-client relationships. This training covers all TaxDome features you should be using to build and maintain perfect client relationships.

In this webinar you’ll learn:

  • How to send emails from TaxDome
  • How Inbox+ notification center is better than email
  • How to stop chasing clients to collect information
  • How TaxDome’s secure messages are better than texting apps
  • How to request files without clients having to log in
  • Itemized contracts: detailed breakdown of services you offer
  • Client portal & mobile app for flawless customer experience
  • How to send personalized emails in bulk
  • How to onboard clients within 1 workday without your involvement

Save twice as much time learning about organizers by taking the TaxDome Academy course: ‘How to use organizers’. 

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Customizables organizers: More>>

Custom organizer templates: More>>

Conditional organizers: More>>

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Client dashboard: More>>

Automate reminders: More>>

E-signature, explained: More>>

Knowledge-based authentication (KBA): More>> 

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