Скачать или смотреть How to Customize Client Portal Settings in TaxDome

Want to give your clients the best experience inside TaxDome? In this quick tutorial, we'll show you how to customize your client portal settings so you can tailor the experience to fit your firm and client's needs!

✅ Adjust client portal permissions
✅ Customize notification settings
✅ Control document access & visibility
✅ Streamline communication inside the client's account

A smooth running client portal makes it easier for clients to navigate, ensures better communication, and reduces unnecessary back-and-forth.

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