Update client contact information and status in TaxDome from new Acuity Scheduling appointment
Update client contact information and status in TaxDome from new Acuity Scheduling appointment
Update client contact information and status in TaxDome when a new appointment is scheduled in Acuity Scheduling. This ensures accurate records and improves client management for faster onboarding and better service.
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Overview
Update client contact information and status in TaxDome when a new appointment is scheduled in Acuity Scheduling. This ensures accurate records and improves client management for faster onboarding and better service.