Maria Colly Mesias
TaxDome Onboarding Series
Certificate of Completion
This certifies that
has successfully completed the TaxDome Onboarding Series, gaining hands-on experience in firm portal setup, importing and managing clients, and workflow automation
Certificate ID
a30ef6ea-2b9f-4a43-ad3c-12304b56afe5
Date awarded:
2025-02-03
Issued to
Maria Colly Mesias
Want to report a typo or a mistake?
Credential Verification
Issue date: February 3, 2025
ID: a30ef6ea-2b9f-4a43-ad3c-12304b56afe5
Issued by
VERIFIED
TaxDome
VERIFIED
TaxDome the most powerful platform to manage teams, clients and project for tax, bookkeeping and accounting firms.
Type
Training
Level
Foundational
Format
Online
Duration
5 hours
Price
Free
Description
The holder of this certificate has successfully completed the TaxDome onboarding series, gaining valuable knowledge and practical skills in organizing CRM, improving client satisfaction and managing automated workflows.
Skills
Accounting
Accounting Software
Bookkeeping
Tax Software
Taxware (Software)
Tax Preparation
Workflow Management
Workflow Automation
Workflow Management Systems