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im here with cassandra centeno from total tax services cassandra is going to give us a quick little walkthrough of how she set up her automated onboarding and how shes getting clients to sign up just from her uh tick tock videos and other marketing that shes doing so cassandra can you walk me through this a little bit here is my admin side of tax dome and to start setting up like your pipelines and workflow and everything like that youre going to go into settings once you go into settings first you want to go into templates because theres like engagement letter templates and tax organizers that you could do email templates youll go into these templates and you can create custom emails that will get sent to your clients when after they fill out an engagement letter or you need them to fill out their tax organizer theres tasks that you can put in here for the workflow and then theres contracts that you can put in here which would be like your engagement letter you can all edit th
