Audra Marlow
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
a7f5af79-7a79-4c3a-97ef-55bed000bdc0
Date awarded:
2024-11-13
Issued to
Audra Marlow
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Credential Verification
Issue date: November 13, 2024
ID: a7f5af79-7a79-4c3a-97ef-55bed000bdc0
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