Lesson 1 of 5

Course intro

Earlier in this course, you learned the basics of communicating with clients through TaxDome. Now, you can reach out to your clients in different ways, by choosing the most appropriate method for the situation.

However, TaxDome can offer you more. Once you are ready to take your client communication to a new level, it’s time to discover more features:

  • Organizers. They allow you to perfect your communication strategy and collect your clients' data in a single action without emails, chats, and SMS.
  • Client requests. They allow to send inquiries with ad-hoc questions needed ASAP and get info even from clients who don’t have portal access.
  • Firm announcements. They help to share information with clients by sending info right to their portal.
  • Integrated scheduler. Let your clients book appointments right from their portal.