Add new clients to TaxDome and notify the team via Gmail
Add new clients to TaxDome and notify the team via Gmail
Add new clients to your management pipeline with Google Forms, create contacts in TaxDome, and notify your team via Gmail upon form submission for faster onboarding and improved communication.
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Overview
Add new clients to your management pipeline with Google Forms, create contacts in TaxDome, and notify your team via Gmail upon form submission for faster onboarding and improved communication.