Aprende lo básico en la práctica

Después de conocer los conceptos básicos de TaxDome, puede que quieras probarlo todo antes de trabajar con clientes reales. En este artículo encontrarás demostraciones interactivas de las acciones básicas que realizarás diariamente en TaxDome . Obsérvalas de forma práctica y repite las acciones mostradas.

Antes de empezar

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 cliente de prueba sin acceso al portal. Lo necesitarás para probar la obtención de documentos e información de quienes no utilizan el portal.

• Varios clientes de prueba para probar acciones masivas.

cargar documentos para clientes

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.

Solicitar firmas electrónicas

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.

Envía mensajes y tareas a tus clientes

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.

Crear plantillas

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.

Enviar formularios

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.

Enviar correos masivos

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.

Enviar solicitudes de clientes a no clientes

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.

Enviar facturas

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

Enviar propuestas

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.