Windows App: Create accounts and contacts

Create client accounts and contacts while uploading documents in the TaxDome Windows application. Or link existing clients to newly created accounts. 

This could be done by a firm owner, admin or any employee with access rights to manage accounts. 

Follow these steps:

1. Start the uploading process in one of the ways described in Windows app: upload documents. Then, select the CREATE NEW ACCOUNT link at the bottom of the selection field.

2. Select the account type (individual or company) and fill the name fields.

3. In the Link contacts field, either link an existing contact or create a new contact by clicking ADD CONTACT at the bottom of the window: enter the first, last and contact name of the person associated with the account, then add their email and click ADD.

4. Click CREATE. And that’s it!

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 your folder names contain special characters, you won’t be able to access your files via the TaxDome drive.