You will get professional TaxDome Client Support Management through the tax season
Project details
What sets me apart is that I combine structured systems thinking with client-first communication. I don’t just respond to messages, I protect your team’s time, maintain a calm and professional client experience, and proactively identify recurring issues to improve workflow efficiency inside TaxDome.
Purpose
BusinessIndustry
Financial ServicesLanguage
EnglishWhat's included $40
These options are included with the project scope.
$40
- Delivery Time 3 days
- Scriptwriting
- Summary Report
- Social Media Replies
- Email Support
- Live Chat Support
7 reviews
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About Sandra
Operations & Admin/VA Support for Small Businesses
87%
Job Success
Lagos, Nigeria - 9:12 pm local time
I've always enjoyed bringing structure to busy environments. Whether it's organizing information, following up with clients, keeping schedules on track, or making sure every customer receives a timely response, I take pride in creating systems that make work feel lighter instead of more chaotic.
I work with small businesses, startups, and service-based companies that need dependable operational support without the cost of hiring a full-time employee. My role is to quietly keep the moving pieces together so nothing gets missed and your clients continue to receive a professional experience.
Here's where I add value:
- Customer support via email, live chat, and helpdesk platforms
- Inbox and calendar management
- CRM updates and client record management
- Appointment scheduling and coordination
- Lead follow-ups and client communication
- Administrative support and accurate data management
- Executive and virtual assistance
I'm comfortable working with Google Workspace, Microsoft Office, Slack, ClickUp, Trello, HubSpot, Zendesk, Freshdesk, Calendly, Zoom, and I adapt quickly to new tools and systems.
Clients value me because I communicate clearly, stay organized, and take ownership of the work I'm responsible for. I don't wait to be reminded of every detail, I pay attention, follow through, and help create a smoother day-to-day operation.
If you're looking for someone who can become a dependable part of your business and keep things running behind the scenes, I would be happy to help.
Steps for completing your project
After purchasing the project, send requirements so Sandra can start the project.
Delivery time starts when Sandra receives requirements from you.
Sandra works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Discovery Call
Meet with your team to understand your services, common client issues, expectations, and support boundaries.
Access & System Setup
Receive appropriate access to your TaxDome account and review pipelines, communication threads, and portal structure.