Love this SO much! Joe you were great and the information was extremely helpful. Thank you Ilya for inviting Joe on and showing us the 'real world' scenario of setting TD up and implementing it!
LIke when Joe is in the E-file stage and he e-files ALL those job cards, instead of clicking into each job card (he clicked on 2), he could just click the white boxes at the top of the stage, then click MOVE at top and another box will come up and select the new stage......and it will move all job cards at the same time. So like he could click 1 box and move 50 job cards to the next stage and it will mark them complete.
Hi Parsley, Please go to Settings > Team&Plans > on the upper-right, you'll see Pay/Change plan, please see help.taxdome.com/article/186-subscription-how-tos for more information
Love this SO much! Joe you were great and the information was extremely helpful. Thank you Ilya for inviting Joe on and showing us the 'real world' scenario of setting TD up and implementing it!
I never thought about any of this. I wish I wasn't seeing this in January. I have a lot of work to do
Me too
Would love to be able to dowload the "slides".????
LIke when Joe is in the E-file stage and he e-files ALL those job cards, instead of clicking into each job card (he clicked on 2), he could just click the white boxes at the top of the stage, then click MOVE at top and another box will come up and select the new stage......and it will move all job cards at the same time. So like he could click 1 box and move 50 job cards to the next stage and it will mark them complete.
That's a great tip. Thank you!!!
If I get a new credit card, how do I change my billing info?
Hi Parsley,
Please go to Settings > Team&Plans > on the upper-right, you'll see Pay/Change plan, please see help.taxdome.com/article/186-subscription-how-tos for more information