questionari e richieste dei clienti
Strumenti per la creazione, l'invio e la gestione questionari e le richieste dei clienti in TaxDome .
questionari Panoramica
TaxDome organizers are customizable client intake forms that automate data collection and onboarding.
Richieste del cliente: Panoramica
Client requests are fast, flexible questionnaires used to get key information from clients quickly.
Preparare
Create customizable organizers with conditional logic, CRM sync, and self-service options.
Inviare questionari manualmente o automaticamente
All ways to send forms: in bulk, through automations, or via self-service.
Invia richieste ai clienti
Request information from any page or from client chats.
Gestisci inviati/inviati
How you can find send forms and access to answers/files.