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CRM & Clients
17 articles
- Adding Accounts
- How to Export Your Client List From Your...
- Importing Multiple Client Accounts and Contacts...
- Accounts List: Overview, Filters, Export
- Accounts List: Bulk Actions
- Contacts
- Custom CRM Fields
- Integration With Zapier
- Using Account & Task Tags
Documents
16 articles
- Documents Overview
- Custom Folder Templates
- Uploading Documents
- How to Get Documents From Your Clients
- Locking a Document to a Bill
- Managing Your Documents
- How Do I Get a Document From My Tax Program to...
- Sharing Documents With Third Parties
- Working With Folders
Team & Plans
10 articles
- Subscription How-Tos
- TaxDome Pricing FAQ
- Does TaxDome Collect Sales Tax?
- TaxDome Referral Program
- Adding a Team Member
- Deactivating & Restoring Team Members
- Team Member Registration and Set-Up
- Team Member Access Rights
- Assigning & Removing Team Members to a Client...
Site Management
7 articles
Troubleshooting
11 articles
- How to Request a New Feature I Need?
- Email: Troubleshooting
- Documents: Troubleshooting
- Import: Troubleshooting
- Zapier: Troubleshooting
- Troubleshooting With TaxDome Windows...
- Getting a Security Warning When Typing a www....
- Forgot Your Password?
- Getting a ”PDF Is Corrupted“ Error?
