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.

Update client contact information and status in TaxDome from new Acuity Scheduling appointment

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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.

Update client contact information and status in TaxDome from new Acuity Scheduling appointment