Welcome to our new course! This is the third part — and also the final one — on handling documents within TaxDome. Here’s a quick refresher on what we’ve covered in the previous two:

• How to perform basic actions, upload and request files from clients
• How to request e-signatures from clients

In the final part of our series, we will take a deep dive on:

• Automating your workflow based on document status
• Working with PDFs in TaxDome
• Requesting client feedback
• Sharing files with third-parties

You can use our cheat sheet below as a reference point for all the actionable items we discuss in the course — and to reinforce your knowledge, of course.

We’ll have a single quiz waiting for you at the end of the course so you can check whether you got down all the important parts. We’ll also let you know which bits you’ll need to complete the quiz — so you won’t have to worry about searching through all the text and hands-on videos.

Deal? Let’s get into it then!