I've got to be honest, your youtube is pretty tough to navigate at times with the overload of info. But that's a good problem to face. I'm 8 days into my trial and on a webinar for pipelines. Looked in the library and found "Get Ready for Tax Season Webinar Dec 1 2021" I said hmmmm. I wonder where this webinar is lol. Noted the date, came to YT and found it just like that. Thank you
Hi Shamis, thank you for your feedback its valuable to us. Please do let us know if something else is difficult to navigate. You may reach us via chat and email. Support is free and unlimited.
Hi Maritza, you to add a job to the Pipeline for it to start. There are three ways to add jobs to a pipeline, go here:help.taxdome.com/article/588-jobs-basic-add-manually-or-automatically.. Feel free to shedule a quick screen share session with us by clicking the Blue Help Icon (?) on the upper right corner of your TaxDome Portal so we can discuss it to you further. Support is free and unlimited.
Thank you for creating this!
I've got to be honest, your youtube is pretty tough to navigate at times with the overload of info. But that's a good problem to face. I'm 8 days into my trial and on a webinar for pipelines. Looked in the library and found "Get Ready for Tax Season Webinar Dec 1 2021" I said hmmmm. I wonder where this webinar is lol. Noted the date, came to YT and found it just like that. Thank you
Hi Shamis, thank you for your feedback its valuable to us. Please do let us know if something else is difficult to navigate. You may reach us via chat and email. Support is free and unlimited.
How do you get the pipelines to start? Do I need to apply it to all accounts?
Hi Maritza, you to add a job to the Pipeline for it to start. There are three ways to add jobs to a pipeline, go here:help.taxdome.com/article/588-jobs-basic-add-manually-or-automatically.. Feel free to shedule a quick screen share session with us by clicking the Blue Help Icon (?) on the upper right corner of your TaxDome Portal so we can discuss it to you further. Support is free and unlimited.