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Follow-up video on TaxDome Workflow:
   • Taxdome Bookkeeping Workflow Implemen...  

Timestamps:
00:00 Intro
04:05 New feature updates 2023
14:23 Integrations
16:17 Pricing
23:12 Taxdome Navigation Menu Overview
27:42 Creating a +New Account & Contact
31:33 Brief intro to Tags & Custom Fields
34:24 Inviting the Client to the Portal
37:42 Client Profile overview
39:54 Client Document Management
41:17 Requesting third party document upload
42:20 Sending a Secure Message
43:08 Sending a Proposal and EL
49:55 Custom Fields and Tags overview
50:41 Team Member Access Rights
54:11 Manual One Time/Recurring Invoices
55:25 Templates
57:00 Organizers
01:04:20 Uploading a Document & Requesting Approval
01:08:13 Lock a document to an Invoice
01:13:40 Client View of Approving / Disapproving a document
01:15:00 Requesting a E-Signature
01:17:46 Intro to Workflows and Automations
01:21:31 Hector's Recommendations
01:22:46 How to work with Carlos


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