1. Welcome to TaxOffice.AI
A quick welcome overview explaining what TaxOffice.AI is designed to do for your tax office and what to expect from this training.
Short, focused videos to get your tax office fully up and running with TaxOffice.AI and Jasmine. Start with Section A and move down in order.
A quick welcome overview explaining what TaxOffice.AI is designed to do for your tax office and what to expect from this training.
A guided tour of main navigation, inbox, contacts, calendars, pipelines, reviews, and where your team will spend time day to day.
The essential checklist: hours, team, calendars, Google connection, prior year client list, Jasmine tests, reminders, and review requests.
See how Jasmine answers calls, books appointments, supports after hours callers, and works with your calendars and missed call workflows.
Learn what each Contact Action Button does inside a client record and how those actions drive workflows for attendance, documents, reviews, return submission, payments, and follow up.
A high level explanation of the automations behind TaxOffice.AI: tags, triggers, reminders, missed calls, and document workflows.
See how Mark Efiled and Mark as Mailed trigger review requests, how follow up reminders work, and how to stop requests once a review is received.