Create folder in Google Drive, and create client in Keeper for new TaxDome accounts
Create folder in Google Drive, and create client in Keeper for new TaxDome accounts
Create folders and clients for new accounts in TaxDome, enhancing your onboarding process and organization. This integration ensures every new account is set up with a dedicated folder in Google Drive and a client profile in Keeper.
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Overview
Create folders and clients for new accounts in TaxDome, enhancing your onboarding process and organization. This integration ensures every new account is set up with a dedicated folder in Google Drive and a client profile in Keeper.