Walkthrough7:31

A tax season in FinishTax

From first contact to getting paid, in one place

Chapters

  1. 0:00Intro
  2. 0:09Import your clients
  3. 0:50Invite clients to their portal
  4. 1:26Request documents
  5. 2:12Send an organizer
  6. 2:52Get the 8879 signed
  7. 3:59Message clients securely
  8. 4:32Track the season
  9. 5:07Send the invoice
  10. 5:53Set up recurring work
  11. 6:45Automate the follow-up
4:10

Set up your firm in FinishTax

WalkthroughWebsite, booking, team and clients 2:00

FinishTax quick fixes

WalkthroughWhen a client message won't go out

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