Speaker: Frankie Quintero
Price: Free for All
Elevate Your Client Experience and Streamline Your Workflow with TaxDome. Learn how TaxDome can transform the way you manage your practice and engage with clients. In this webinar, we’ll dive into essential features like the Client Portal, Workflow Automation, and Client Onboarding. Discover how to streamline your processes, save time, and provide a top-tier client experience that drives efficiency and growth for your firm.
Learning Objectives:
- Understand how the Client Portal enhances client communication and document exchange.
- Learn how Workflow Automation eliminates manual tasks and simplifies complex processes.
- Explore best practices for efficient and seamless client onboarding.
- Identify opportunities to improve client satisfaction while boosting your firm’s productivity and scalability.
This webinar is open to everyone. Don’t miss this opportunity to gain valuable strategies to optimize your tax practice!
NAEA members enjoy exclusive discounts through their membership with TaxDome! Visit the Membership Benefit Portal to learn more about your savings and other valuable perks. Not a member yet? Join NAEA today to unlock access to exclusive member benefits, educational opportunities, and professional resources.
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