This accomplishment reflects practical skills gained in configuring a customized CRM, organizing and managing client data, and utilizing tools to strengthen communication and collaboration with clients.
Issued to
Carol Parmley
Want to report a typo or a mistake?
Credential Verification
Issue date: December 2, 2024
ID: d720baf9-3673-4c3a-a172-5283783dbca2
Issued by
TaxDome
TaxDome the most powerful platform to manage teams, clients and project for tax, bookkeeping and accounting firms.
Type
Webinar
Level
Introductory
Format
Online
Duration
4 hours
Price
Free
Description
The holder of this certificate has successfully completed the Essentials level of the TaxDome bootcamp series, gaining valuable knowledge and skills in configuring a customized CRM, organizing and managing client data, and utilizing tools to strengthen communication and collaboration with clients.
Skills
Accounting Software
Customer Communications Management
Tax Software
Workflow Management Systems
TaxDome bootcamp series – Essentials level
Earning Criteria
Watching
Attended the first two sessions of the bootcamp to earn Basic Certification: Session 1: First steps with TaxDome Session 2: Importing your clients Learn more