Învățați elementele de bază în practică

După ce cunoașteți conceptele de bază din TaxDome , este recomandat să testați totul înainte de a lucra cu clienți reali. În acest articol, veți găsi demonstrații interactive pentru acțiunile de bază pe care le veți efectua în TaxDome zilnic. Urmăriți-i cum acționează practic și repetați acțiunile arătate.

Înainte de a începe

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 de testare fără acces la portal. Veți avea nevoie de el pentru a testa obținerea de documente și informații de la cei care nu utilizează portalul.

• Mai mulți clienți de testare pentru testarea acțiunilor în masă.

Încărcați documente pentru clienți

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.

Solicitarea semnăturilor electronice

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.

Trimiteți mesaje și sarcini clienților dvs.

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.

Creați șabloane

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.

Trimiteți organizatorii

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.

Trimiteți e-mailuri în masă

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.

Trimiterea cererilor clienților către non-clienți

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.

Trimiteți facturi

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

Trimiteți propuneri

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.

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