How-tos
Step-by-step instructions for specific scenarios.
Send different proposals to new & returning clients
Use conditional automations to send different proposals to clients based on account tags.
Personalize interactions for specific client groups
Enable targeted outreach without a separate marketing tool, using TaxDome filters and bulk actions.
Automate discounts for returning clients via pipelines
Automatically apply discounts in pipelines using account tags.
Use shared client account for team communication & internal time tracking
Centralize internal team communication, time tracking, chats, and mass emails.