What Are the Templates
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Help your team save time with templates!
They can be created for tasks for team members and clients and also for organizers, contracts, invoices, messages, and emails.
You can use them as automations in pipelines, so that all the chores get done all on their own as soon as they need to be.
Learn more about templates in our Help Center: help.taxdome.com/article/407-templates
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms taxdome.com/
If you haven’t heard of TaxDome, join our daily demo to see automations in action: taxdome.com/demo
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