Grundlagen in der Kanzlei lernen

Nachdem Sie die grundlegenden Konzepte in TaxDome , möchten Sie vielleicht alles testen, bevor Sie mit echten Kunden arbeiten. In diesem Artikel finden Sie interaktive Demos für die grundlegenden Aktionen, die Sie in TaxDome täglich. Beobachten Sie sie bei der praktischen Umsetzung und wiederholen Sie die gezeigten Aktionen.

Bevor Sie beginnen

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.

• Ein Testclient ohne Portalzugriff. Sie benötigen ihn, um den Zugriff auf Dokumente und Informationen von Benutzern zu testen, die das Portal nicht nutzen.

• Mehrere Testclients zum Testen von Massenaktionen.

Dokumente für Kunden hochladen

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.

E-Signaturen anfordern

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.

Senden Sie Nachrichten und Aufgaben an Ihre Kunden

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.

Vorlagen erstellen

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.

Organisatoren senden

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.

E-Mails in Massen versenden

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.

Senden von Kundenanfragen an Nicht-Kunden

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.

Rechnungen versenden

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

Vorschläge senden

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.