CRM account list (Basic): Customize, filter, export

Your cloud-based account list allows you to quickly glimpse everything you need to know: the status of documents, invoices, tasks, emails—and more! Plus, filter and sort to quickly find anything.

Your client account list

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TaxDome allows you to easily track your clients, so you can always stay on top of what they need. For an overall picture of your accounts, go to Clients > Accounts from the left menu bar.

The entire client account list is available to a firm owner, admin or any team member with access rights to view all accounts. Otherwise, team members see only the accounts assigned to them.

The Accounts page is fully customizable. You can view columns for:

ID: the unique client ID (read more on client IDs below), indicates if the client account is active (i.e. the Login is turned on for at least one contact linked to the client account).
Name: the client’s first and last name or the name of their business
Team: the people who have access to the account
Follow: whether you are following the account or not (read more on account followers)
Type: accounts can either be a Company or an Individual. The difference is that for a Company, you can fill in the company name and address
Balance due: The invoice amount for the client that still has to be paid.
Proposals: the number of proposals sent to the client
Unread chats: the number of unread messages
Tags: color-coded tags that help you filter your account list
Pending signatures: the number of pending signature requests sent to the client
Pending organizers: the number of pending organizers sent to the client
Last login: the date and time the client last logged in to TaxDome. If the account has multiple users, it shows the date and time the last user logged in
Credits: available money that can be applied to the client’s new invoices
Tasks: the number of client tasks
QuickBooks: the account QuickBooks sync status
Mobile app: whether any contact associated with the account has installed the mobile app and logged in
Notify: indicates if at least one contact linked to the client account is receiving notifications
Email sync: indicates if at least one contact linked to the client account has the Email sync turned on
Custom fields: you can add all your account custom fields to the table. All newly added custom fields will be enabled by default

The account name column always stays locked in place as you scroll across tables — similar to Excel's freeze pane feature. Column names remain in view at all times while scrolling.

Click the up-down arrow next to the header of the column you wish to sort.

Customizing your account list

You can customize your account list in different ways. You can resize, enable, disable and move columns to your liking.

You can customize the size of each column, except for the ID and Name columns. The size for these columns can only be customized together. To customize all other columns, click and hold the divider between column names and resize it by moving your mouse.

To set up the columns you want to be displayed in the account list section, click the gear icon on the top right of the table.

Here you can select the columns you want to be displayed. You can enable, disable or move any columns you want, except for the Name column. After clicking Apply, the table will be rebuilt with new columns.

Clicking Reset will display all columns except ID.

Searching for accounts

To search for a specific account using a keyword or a custom field value:

To use global search from any page, click the search button at the top left of your screen, type in the search field, then navigate to Accounts.

You can also use the search field at the top right of Accounts page. Type a keyword, then press enter on your keyboard. Click the x in the search field to clear it.

Note! You can't search for custom fields of the User and Date types. Read more about custom field types.

Filtering your account list

Filters help you find specific accounts within your account list based on certain criteria. For example, you can find all accounts managed by a specific team member, or all accounts that have overdue invoices. Here's more about filters.

To filter your account list, click the + Filter drop-down at the top left of your Accounts page and select the filter and the parameter:

Selecting is/in will display accounts that contain the value selected in the filter
Selecting is not/not in will display all accounts that don't contain the value selected in the filter

Here are the different filters you can apply:

Client type shows all accounts with the selected type:
- Individual shows accounts that are individuals
- Company shows accounts that are companies
- Other shows accounts without an account type selected
Tags shows only accounts with specific tags
Team shows accounts assigned to one or more specific team members
Pipeline and stage shows accounts with jobs in/not in one or more specific pipelines. Select one or more stages to further narrow the results.
Invoices lets you view accounts with Paid, Unpaid or Overdue invoices. When you select Unpaid, you can also choose to see Overdue statuses.
Chats:

Active shows accounts with active message threads
Unread shows accounts with unread message threads
Archived shows accounts with archived message threads

Imported at lets you select the date and time the accounts were imported. You can select one of the suggested parameters or set a custom date.
Last login lets you select Today, Last week, Last month, Last quarter, Last year or Never. You can also set a custom date. In addition, you can filter clients that are Online or Offline right now.
Approvals lets you select Pending payment, Pending approval, Approved or Rejected.
Organizers:
- Pending shows accounts with pending organizers
- Active shows accounts with organizers that are partly or fully completed
- Finished shows accounts with completed organizers
- Archived shows accounts with organizers that are either partly or fully completed
Proposals & ELs:
- Pending shows accounts with pending proposals
- Partially signed: shows accounts with proposals signed by at least one person
- Signed shows accounts with signed proposals
Signatures:
- Signed shows accounts with documents that are fully signed
- Partially signed shows accounts with documents signed by at least one person
- Pending signature shows accounts with documents awaiting signature
- Prepared for signature shows accounts with documents pending signature that have not yet been sent to the client(s)
- Opted out shows accounts with documents that users have declined to sign
- Pending KBA shows accounts with documents that require at least one person to provide a signature with KBA
- Failed KBA shows accounts with documents for which at least one signer failed KBA and/or a signer declined to sign
- Voided shows accounts with documents that were signed offline and voided by your firm
Date created shows accounts that were created Today, Last week, Last month, Last quarter, Last year or on any custom date
Date updated shows accounts where information was updated Today, Last week, Last month, Last quarter, Last year or on any custom date
User shows accounts that have a certain user added to the custom fields
Date shows accounts that have the Date custom field with a value that corresponds to Today, Last week, Last month, Last quarter, Last year or any custom date
Notify shows accounts that have the Notify contact toggle enabled (for at least one contact linked to it) or disabled
Email sync shows accounts that have the Email sync contact toggle enabled (for at least one contact linked to it) or disabled
Mobile app shows whether any contact associated with the account has installed the mobile app and logged in

Printing your account list

To print an account list, click Print at the top right of the page.