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crm bookkeeping calendly taxdome📋 Description
- Manage and monitor client progress in TaxDome workflows
- Follow up with clients who haven't submitted documents
- Make outbound calls/messages/video check-ins to re-engage clients
- Manage backend workflows and data collection
- Light calendar (Calendly) and email filtering support
- Update, create and manage pipelines in TaxDome
🎯 Requirements
- Strong English communication (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 confidentiality and data security
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