Create or update client accounts in TaxDome from new Acuity Scheduling appointments
Create or update client accounts in TaxDome from new Acuity Scheduling appointments
Create or update client accounts in TaxDome when new appointments are scheduled in Acuity Scheduling. Capture and organize relevant client information for follow-up, ensuring faster onboarding and improved client management.
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Overview
Create or update client accounts in TaxDome when new appointments are scheduled in Acuity Scheduling. Capture and organize relevant client information for follow-up, ensuring faster onboarding and improved client management.