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crm bookkeeping calendly taxdome📋 Description
- Manage and monitor client progress in TaxDome workflows
- Follow up with clients who have not submitted required documents
- Make outbound calls/messages/video check-ins to re-engage stalled clients
- Assist clients with navigating TaxDome and next steps
- Manage backend workflows and data collection
- Light Calendly calendar and email filtering support
🎯 Requirements
- Strong English communication via email and phone
- Comfortable making outbound client calls
- Experience with TaxDome or similar CRM tools
- Familiarity with QuickBooks, tax prep, or bookkeeping
- Highly organized and able to work independently
- Strong adherence to client confidentiality and data security
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