Short, focused videos to help your tax office get set up and operate confidently using TaxOffice.AI and Jasmine.
✓ Most offices are ready after the first 3 videosWatch these videos in order. They explain what TaxOffice.AI does, how the system is organized, and what to focus on first.
A brief overview of what TaxOffice.AI is designed to do for your tax office and what to expect from this training.
A guided tour of the main areas your team will use day to day, including inbox, contacts, calendars, pipelines, and reviews.
The essential steps to complete so your office is ready to operate smoothly with clients.
These videos explain how calls, client actions, and automation work together behind the scenes.
Understand how Jasmine answers calls, gathers information, books appointments, and provides clear summaries without voicemail.
An overview of the action buttons used on a client record and how they drive communication and automation.
A detailed walkthrough of when and how to use each button correctly during client interactions.
A high level explanation of how automation runs in the background once buttons are clicked or forms are submitted.
This final video explains how TaxOffice.AI helps you collect Google reviews consistently without manual follow up.
How review requests are sent automatically after returns are completed and how the system tracks responses.