Create new client account in TaxDome from Dubsado project status update
Create new client account in TaxDome from Dubsado project status update
Create new client accounts in TaxDome when project statuses update in Dubsado, ensuring all relevant client information is captured for tax services. This accelerates onboarding and improves data accuracy.
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Overview
Create new client accounts in TaxDome when project statuses update in Dubsado, ensuring all relevant client information is captured for tax services. This accelerates onboarding and improves data accuracy.