TaxDome 2025 (Accounting Firm Workflows)

🔗 Click Here: https://partners.taxdome.com/CarlosGarcia for a 14 day FREE TRIAL of TaxDome risk-free! Timestamps: 00:00 Intro 00:50 What is Taxdome? 01:30 Product Overview 02:48 Pricing 11:00 Integrations 13:35 Taxdome Home Page 16:00 Organizer 16:52 Organizer (Client Mobile App) 19:27 Firm Templates 20:43 Pipelines and Workflows 22:07 E-signing an Engagement Letter 23:54 Automation example 25:12 Client's Account Overview 26:47 Communication (SMS) 29:20 Taxdome's Help Center 33:47 Documents / Request E-signature 37:57 Client E-signature (Client Mobile app) 40:48 Client Request (New Feature) 43:17 Invoicing 48:32 Client-Facing Status (New Feature) 51:13 Workflow Automation 56:10 How to work with Carlos 59:34 GL Integration (Coming mid-2025) 🎥 TaxDome 2025 Updates: New Features, Pricing, and Sneak Peeks! 🚀 Join Hector Garcia, CPA, a seasoned TaxDome power user, and Carlos M. Garcia, a TaxDome Certified Consultant, as we dive into the exciting updates for TaxDome in 2025! Whether you're a seasoned pro or new to TaxDome, this video is packed with valuable insights to help you maximize its potential for your business. 📌 In this video, we’ll cover: The best TaxDome features for 2025 Updated pricing details A walkthrough of the newest released features How TaxDome enhances the client experience via Mobile App The automation benefits that save you time and money An exclusive sneak peek at a groundbreaking GL integration for bookkeeping professionals, launching mid-2025! 💡 Get ready to elevate your practice with smarter tools and game-changing updates! 👉 Don’t forget to like, comment, and subscribe to stay updated with the latest TaxDome news and tutorials. 🔗 https://partners.taxdome.com/CarlosGarcia for a 14 day FREE TRIAL of TaxDome risk-free! 📞 Connect with Carlos: carlos@exceedsalestraining.com #TaxDome #AccountingSoftware #TaxDomeUpdates2025 #Bookkeeping #CPA #Automation