Create client and initiate onboarding project in Financial Cents from new TaxDome contact

Create clients and initiate onboarding projects in Financial Cents when new contacts are added in TaxDome. Ensure only valid company names trigger the process for faster onboarding and improved client management.

Create client and initiate onboarding project in Financial Cents from new TaxDome contact

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Overview

Create clients and initiate onboarding projects in Financial Cents when new contacts are added in TaxDome. Ensure only valid company names trigger the process for faster onboarding and improved client management.

Create client and initiate onboarding project in Financial Cents from new TaxDome contact