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How to set up TaxDome for Tax Preparers

Tips and checklists on how set up processes for tax professionals

💸 Tax Preparation: Initial TaxDome setup
💸 Tax Preparation: Configure processes in TaxDome
💸 Tax Preparation: Client Communication

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Getting Started
Set-Up Assistance
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How to set up TaxDome for Tax Preparers
How to set up TaxDome for Bookkeepers
How to set up TaxDome for Payroll
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Documents
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Organizers
Communication
Invoicing
Proposals
Workflow & Automation
Guides
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Integrations
Team Management
Team Members Essentials
Site Management
Support & Troubleshooting
Reporting: Beta
International Integrations
Legal
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