Welcome to the first course of the Client Communication Guide! In the following courses, we will cover the various aspects of working with clients. But first, we shall introduce you to the most basic concepts. This knowledge will help you take your first steps in the new field of client communication with TaxDome. These skills will free up your time from routine, mundane tasks so that you can focus on what matters as our clients do:

In the first course, we will discuss how to:

• Add your contact info to let your clients get in touch with you
• Nudge your clients to use their portal using an onboarding cheat sheet
• Make sure your clients receive automatic notifications on important events
• Use the firm mobile app to communicate on the go