Automatically Create a New Client Account in TaxDome When Project Status Changes in Dubsado
Automatically Create a New Client Account in TaxDome When Project Status Changes in Dubsado
This Zap streamlines your client onboarding process by connecting Dubsado and TaxDome. When a project's status changes to indicate tax services, a new client account is created in TaxDome, ensuring all relevant information is captured. This enhances efficiency and accuracy in your tax management.
Zap details:
Overview
This Zap streamlines your client onboarding process by connecting Dubsado and TaxDome. When a project's status changes to indicate tax services, a new client account is created in TaxDome, ensuring all relevant information is captured. This enhances efficiency and accuracy in your tax management.