Impara le basi nella pratica

Dopo aver appreso i concetti di base in TaxDome , potresti voler testare tutto prima di lavorare con clienti reali. In questo articolo troverai demo interattive per le azioni di base che eseguirai in TaxDome quotidianamente. Osservali e ripeti le azioni mostrate.

Prima che inizi

Before you start, the only thing you need to do is to create several test clients following the instructions . You will need:

• A test client with portal access . It can be your primary test client since you can log into their account and see the client perspective.

• Un client di prova senza accesso al portale. Ti servirà per testare la possibilità di ottenere documenti e informazioni da chi non utilizza il portale.

• Diversi client di prova per testare azioni in blocco.

Carica i documenti per i clienti

You don’t need to use any third-party tools to share docs with clients . TaxDome provides your clients with a secure portal where they can always access what you share with them. In this interactive demo, you can try uploading a prepared tax return to the portal.

Richiedi e- firme

If you have prepared a document and want your client to sign it, you can do it within the porta l. Let’s see how it looks to you and your client.

Invia messaggi e attività ai tuoi clienti

In TaxDome, you can send quick and secure messages to your clients , and they can chat with you in the portal or even via the mobile apps. In chats, you can also create to-do lists so your clients are always on top of what they need to do. In this demo, you can try working with chats.

Crea modelli

TaxDome’s biggest benefit is reducing the number of manual actions you must perform. To use this benefit, you can templatize all the entities you work with. It will also allow you to use automations. For example, let’s create a simple email template. The process will be the same for all the other entity templates.

Inviare questionari

Organizers are intake forms your clients fill out. To send an organizer , you need to have a template prepared. Let’s recreate a scenario where you create a simple organizer template and send an organizer based on it.

Invia email in blocco

Sometimes, you want to send emails in bulk . It may be a promotion or a law update. Let’s see how you can do it in TaxDome.

Invia richieste dei clienti a non clienti

Even if some of your clients don’t use the client portal, you still can collect all the information you need from them using client requests . You can try doing it along with this demo.

Invia fatture

TaxDome lets you keep all your invoicing within the portal. Learn how you can invoice clients for your services easily.

Inviare proposte

In TaxDome, you can send nice-looking proposals and engagement letters to your clients. The best thing about them is that they can include invoices, too. Let’s try doing it.