Apprenez les bases de cabinet

Une fois que vous connaissez les concepts de base de TaxDome , il est conseillé de tout tester avant de travailler avec de vrais clients. Dans cet article, vous trouverez des démonstrations interactives des actions de base que vous effectuerez dans TaxDome quotidiennement. Regardez-les en pratique et répétez les actions indiquées.

Avant de commencer

Before you start, the only thing you need to do is to create several test clients following the instructions . You will need:

• A test client with portal access . It can be your primary test client since you can log into their account and see the client perspective.

• Un client de test sans accès au portail. Vous en aurez besoin pour tester l'obtention de documents et d'informations auprès de ceux qui n'utilisent pas le portail.

• Plusieurs clients de test pour tester les actions en masse.

Télécharger des documents pour les clients

You don’t need to use any third-party tools to share docs with clients . TaxDome provides your clients with a secure portal where they can always access what you share with them. In this interactive demo, you can try uploading a prepared tax return to the portal.

Demander des signatures électroniques

If you have prepared a document and want your client to sign it, you can do it within the porta l. Let’s see how it looks to you and your client.

Envoyez des messages et des tâches à vos clients

In TaxDome, you can send quick and secure messages to your clients , and they can chat with you in the portal or even via the mobile apps. In chats, you can also create to-do lists so your clients are always on top of what they need to do. In this demo, you can try working with chats.

Créer des modèles

TaxDome’s biggest benefit is reducing the number of manual actions you must perform. To use this benefit, you can templatize all the entities you work with. It will also allow you to use automations. For example, let’s create a simple email template. The process will be the same for all the other entity templates.

Envoyer questionnaires

Organizers are intake forms your clients fill out. To send an organizer , you need to have a template prepared. Let’s recreate a scenario where you create a simple organizer template and send an organizer based on it.

Envoyer des e-mails en masse

Sometimes, you want to send emails in bulk . It may be a promotion or a law update. Let’s see how you can do it in TaxDome.

Envoyer des demandes de clients à des non-clients

Even if some of your clients don’t use the client portal, you still can collect all the information you need from them using client requests . You can try doing it along with this demo.

Envoyer des factures

TaxDome lets you keep all your invoicing within the portal. Learn how you can invoice clients for your services easily.

Envoyer des propositions

In TaxDome, you can send nice-looking proposals and engagement letters to your clients. The best thing about them is that they can include invoices, too. Let’s try doing it.