Create or update client account in TaxDome when proposal status changes in Ignition
Create or update client account in TaxDome when proposal status changes in Ignition
Create or update client accounts in TaxDome when the proposal status changes in Ignition. This ensures faster onboarding and keeps your client data current, enhancing your engagement and operational efficiency.
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Overview
Create or update client accounts in TaxDome when the proposal status changes in Ignition. This ensures faster onboarding and keeps your client data current, enhancing your engagement and operational efficiency.