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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
TaxDome Academy
How to set up TaxDome for Tax Preparers
How to set up TaxDome for Bookkeepers
How to set up TaxDome for Payroll
Settings
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Organizers
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Invoicing
Workflow & Automation
Apps
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Integrations
Team Management
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