PRO///TAX Academy Lesson 3
In the PRO///TAX training series, we’ll focus on mastering CRM, utilizing TaxDome for client management, and optimizing client engagement strategies. In this session, we will explore how to effectively manage client relationships, streamline workflows with TaxDome, and build stronger, lasting connections with clients to enhance their experience and drive business success. Let’s dive into the tools and techniques to elevate your client interactions and business efficiency.