TaxDome for Practice Management: Review, Tutorial, and Complete Demo

14 day free trial to TaxDome:
https://taxdome.com/?fpr=exceedsales

Carlos' email for questions: [email protected]

Topics:
00:00 Intro / Why we implemented use TaxDome
05:27 Pricing/Features
12:52 TaxDome Demo
13:44 - Creating a new client / Accounts vs Contacts
17:10 - Inviting a customer to the client portal
18:03 - Team access rights
18:46 - Customer portal setup & navigation
22:47 - Firm portal notifications
23:00 - Customer internal messaging
24:30 - Templates overview
25:00 - Sending an Organizer to the customer
27:30 - Sending a Contract to the customer
29:11 - Sending an Invoice to the customer
35:30 - File sharing features (Sealing, PDF editor)
44:20 - Linking an invoice to to a document (customer has to approve & pay before signing)
46:16 - Pipelines, Jobs, Tasks - Workflow automation overview
54:30 - Adding a Job to a Pipeline & workflow automation example
1:02:00 - Hector’s TaxDome setup (high level)
1:08:30 - Carlos’s recommendation on how to use TaxDome
1:10:00 - Outro