TaxDome beginner’s guide

Benvenuti a TaxDome ! Siamo lieti che tu sia qui. I primi passi per conoscere il portale sono i più importanti, quindi siamo qui per aiutarti. In questo articolo, ti guideremo attraverso le principali risorse per la configurazione di base, la navigazione del portale, le funzionalità essenziali e le opportunità formative. TaxDome .

Inizia con TaxDome

Quando stai appena iniziando, potresti essere disposto a comprendere le cose più basilari, come ad esempio come accedere e navigare TaxDome e come testare tutte le sue funzionalità prima di aggiungere effettivamente i client e iniziare a lavorare con loro. Quindi, ecco il tuo piano:

• Learn about the ways to access TaxDome : We offer you many ways to access TaxDome but don’t be overwhelmed with it because when you understand the best ways to use each, you feel more confident.

• Find your way around TaxDome : Learn the portal’s main navigation elements. You only need to learn them once, and then you can work with any features and entities from any page. 

• Test your setup before going live : Learn the most convenient way to create test clients and use them while studying the portal.

Esplora le funzionalità di base

Successivamente, scopriamo le caratteristiche di base di TaxDome ; li utilizzerai quotidianamente, quindi ora sarebbe utile capire i loro principali casi d'uso:

• Inbox+ notifications : This is a place where you receive notifications whenever something happens on TaxDome. Sthough there are many notifications types, some of them are: client sumbits organizer, collegue assignes a task for you, a new message is sent to a chat thread with a client, etc. 

• CRM : CRM features in TaxDome allow you keep all info about your clients in one place and manage all your clients flexibly with tags, custom CRM fields, and more.

• Docs : TaxDome allows you to request, upload, review and sign documents without using any additional tools. Everything related to docs is already built into the system.

• Pipelines : Pipelines and other workflow features help you organize your projects and complete your work without extra manual actions.

• Client communication : Secure chats in TaxDome allow you to communicate with clients, exchange documents with them and add action items for them.

• Organizers : Organizers are intake forms, but in TaxDome, they are special because they are very user-friendly, so your clients will actually fill them in.

Scopri altre funzionalità

Quando hai capito le basi e sei pronto ad andare avanti con TaxDome apprendimento, è il momento migliore per ottimizzare il tuo flusso di lavoro ancora di più con le seguenti funzionalità:

• Signatures : Instead of using additional paid services, you can request signatures and e-sign documents right in the TaxDome portal. 

• Team chats : Create internal channels for various topics and exchange direct messages with your team, securely within the portal.

• Time tracking : With TaxDome, you can track the time worked and then, bill it. Or, if you don’t do it, you can track time for internal reporting purposes.

• Client requests : Client requests are like organizers but simpler and shorter. They work best when you need to quickly ask something or you need to collect some additional information or documents.

• Reporting : Reporting features in TaxDome allow you to create reports about your workflow, revenue and team members’ efficiency. You can unite reports in dashboards, so everything is visible on one page.

Saperne di più

Se vuoi approfondire, puoi continuare ad esplorare il centro assistenza articoli. Inoltre, ti offriamo altri modi per imparare TaxDome e inizia ad usarlo il prima possibile:

• TaxDome webinars : Webinars in TaxDome may be the best thing to start with because there, you will see your use cases for TaxDome.

• TaxDome Academy : Different courses to help you learn by practice. You can also check your knowledge by completing quizzes.

• Implementation support : If you struggle setting up TaxDome yourself or are afraid to do something wrong, our dedicated specialists can help you get everything ready for work.

• TaxDome Community : Join TaxDome community to connect to other TaxDome users, have a direct access to our team, access exclusive educational content and stay in loop with live events and product updates.

Condividere

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