Onboarding: Learn basics in practice
After you know the basic concepts in TaxDome, you might want to test everything before working with real clients. In this article, you'll find interactive demos for the basic actions you'll perform in TaxDome daily. Watch them hands-on and repeat the actions shown.
Before you start
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.
- A test client without portal access. You will need it to test getting docs and information from those who don't use the portal.
- Several test clients for testing bulk actions.
Upload docs for clients
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.
Request e-signatures
If you have prepared a document and want your client to sign it, you can do it within the portal. Let's see how it looks to you and your client.
Send messages and tasks to your clients
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.
Create templates
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.
Send organizers
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.
Send emails in bulk
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.
Send client requests to non-clients
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.
Send invoices
TaxDome lets you keep all your invoicing within the portal. Learn how you can invoice clients for your services easily.
Send proposals
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.