TaxDome Client Knowledge Base

Communication

  • How to send message to your firm
  • How to complete an organizer
  • Chats, explained: tasks, threads, videos & more
  • Send and view docs inside chats
  • Complete requests
  • Organizers, explained: pre-fill, copy, create & more

Categories

  • Getting Started
  • Documents
  • Signatures
  • Communication
  • Billing
  • Account management
  • Client Portal Mobile App
  • Troubleshooting
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