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Notify team members, create notes in Close, and add to-dos in Basecamp when TaxDome accounts update

Notify team members, create notes in Close, and add to-dos in Basecamp when TaxDome accounts update

Notify your team when accounts are updated in TaxDome, create actionable notes in Close, and generate to-dos in Basecamp. This ensures timely follow-up and organized client communications for improved efficiency.

Notify team members, create notes in Close, and add to-dos in Basecamp when TaxDome accounts update

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Overview

Notify your team when accounts are updated in TaxDome, create actionable notes in Close, and generate to-dos in Basecamp. This ensures timely follow-up and organized client communications for improved efficiency.

Notify team members, create notes in Close, and add to-dos in Basecamp when TaxDome accounts update