Learn how TaxDome can transform the way you manage your practice and engage with clients. In this webinar, we’ll dive into essential features like the Client Portal, Workflow Automation, and Client Onboarding. Discover how to streamline your processes, save time, and provide a top-tier client experience that drives efficiency and growth for your firm.

Agenda

• Understand how the Client Portal enhances client communication and document exchange.
• Learn how Workflow Automation eliminates manual tasks and simplifies complex processes.
• Explore best practices for efficient and seamless client onboarding.
• Identify opportunities to improve client satisfaction while boosting your firm’s productivity and scalability.