Guides
Get how-tos & step-by-step instructions on how to solve common tasks with TaxDome
- Pipelines conditions (Advanced): Automated discounts for returning clients
- Pipelines conditions (Advanced): Sending different proposals to New & Returning clients
- Pipelines conditions (Advanced): Handling filing extensions
- Seasonal employees: Best practices
- Best practices: Automate job assignment via account tags
- Manage Team (Advanced): Plan the team capacity