Add client accounts

Table of Contents

Create client accounts
Reference: New Account > Account info
Reference: New Account > Contacts

Accounts and contacts are the two building blocks of client management in TaxDome. Add your clients one at a time or in bulk via import — this article covers adding them manually.

Create client accounts

Note

Creating accounts requires a firm owner, admin, or a team member with the Manage accounts access right .

To create a new account:

Click New at the top, then select Account. You can click New on the Accounts page as well.
Select the account type, individual or company, then click Continue.
On the Contacts tab, either link the existing contact or create a new one: enter the first and last name of the person associated with an account, then add their email.
1. Click Create.

Attention

For first and last names, avoid using special characters that can’t be used in Windows directory names. For example, avoid using punctuation marks or special characters, such as the colon (:), double quote (”), forward slash (/), backslash (), vertical bar or pipe (|), question mark or asterisk (*). If you do, you won’t be able to access your files via the TaxDome drive.

See the account info fields and contact fields below for details on each field.

Note

After creating the account, remember to invite clients to the portal to grant them access.

Reference: New Account > Account info

Field	Description
a. Client type	Select Company for a firm, or Individual for a person or family.
b. Account name	Displayed on the Clients page. If left empty, generated from the contact’s first and last name (or from the company name for company accounts).
c. Company name	Visible only when Company is selected as the client type. Used as the account name by default.
d. Address	Full address of the account.

Field	Description
e. Tags	Assign tags to categorize the account.
f. Team members	Select team members to give them access to the account; they receive a notification. By default, access is given to the account creator and all employees with default account access .
g. Folder template	Apply a folder template with custom folders and subfolders. If left empty, a predefined structure with the Client uploaded documents top-level folder is created. Find out more about folder templates .
h. Custom fields	Displays any custom CRM fields you have created for accounts.

Reference: New Account > Contacts

Field	Description
a. Link contacts	Link a contact that already exists in TaxDome. Start typing the contact name and click Add.
b. Create contact	Add a new contact to this account.
c. Contact info	First and last name of the contact. Contact name is generated automatically using the default name format.
d. Email	Contact’s email address. Required for portal access.
e. Access toggles	Per-contact access controls (can be configured in bulk or individually after account creation): Login — enables portal access, invitation can be deferred; Notify — contact receives system notifications, all emails and bulk emails sent from TaxDome, and pipeline automation emails; Email sync — syncs incoming emails and full email history to Inbox+ and the account’s Email tab.
f. Primary phone number	Contact’s primary phone number.

Field	Description
g. Address	Full address of the contact.
h. Tags	Assign tags to categorize the contact.
i. Custom fields	Displays any custom CRM fields you have created for contacts.
j. Create	Click the button to create the account.