Team Members Essentials
Setting up TaxDome account and essential features for team members
- Onboarding: Get started as a team member in TaxDome
- Team member (Basic): Registration & set-up
- Settings (Basic): Change Your Password, Email, Personal Info
- Team Member (Basic): Account Followers
- Team (Basic): @mentions
- Inbox+ notifications
- Email (Basic): Set up email sync
- Settings (Basic): Manage 2FA for your team & clients
- CRM (Basic): Client account notes
- Chats (Basic): Send manually or automatically
- Chats (Advanced): Client & team collaboration
- I forgot my password or locked out of my portal
- Team (Advanced): Assign invoices to other team members
- Team (Basic): Requesting/Granting Access for the Account
- Pipelines (Basic): Working with pipelines
- Jobs (Basic): Working on a job
- Tasks (Basic): Working on a task
- Client actions without login
- Login: Troubleshooting
- Team chat (Beta): Communicate with your colleagues