Work with client account list
This article covers how to search, filter, sort, and manage your client account list. To perform actions on an individual client account, refer to the corresponding article .
To view your client accounts, go to Clients > Accounts from the left menu bar.
Note
The full client account list is available to firm owners, admins, or team members with View all accounts access right . Other team members will see only the accounts assigned to them.Work with the list
The Accounts page lets you manage your client list by searching, filtering, sorting, and customizing the table to find the accounts you need.
Use the options below to get the most out of your account list.
Search 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 the Accounts page. Type a keyword, then press Enter on your keyboard. Click the X in the search field to clear it.
Filter 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 accounts with overdue invoices.
To filter your account list, click Filter at the top left of your Accounts page and select the filter, value and operator:
- Any of – returns results that match at least one of the selected values (logical OR)
- None of – excludes results that match any of the selected values (NOT OR)
Some filters have two more options:
- All of – returns results that match all selected values (logical AND)
- Exclude all selected – excludes results that match all selected values (NOT AND)
Note
Operators are not applied to the time-related filters such as Imported at, Last login, Date created, etc.For time-based filters like Imported at, Last login, Date created, Date updated, and Date, you can select rolling date ranges such as Last week, Last month, Last quarter, or Last year. These filters automatically update based on the current date, so whether applied or saved, they always reflect the latest time period.
You can also choose how these ranges are calculated. The Calendar ranges toggle lets you switch between:
- Rolling time periods (default): ranges that count backward from today, such as the last 7 days (week), 30 days (month), 90 days (quarter), or 365 days (year)
- Standard calendar periods with fixed dates: accounting weeks (Sunday to Saturday), full months (July 1 – July 31), quarters (April 1 – June 30), or years (January 1 – December 31)
Note
Multiple instances of the same filter will be merged. For example, the filters “Tags: all of Returning client” and “Tags: all of 1040” will be combined into “Tags: all of Returning client, 1040”, showing only clients who have both tags.For a full list of available filters, see Available filters below.
Sort account list
Columns with an up-down arrow can be sorted by clicking the arrow next to the column header. The account name column stays locked in place as you scroll across tables.
Customize columns
You can customize your account list in various ways: resize, enable, disable, and move columns to your liking.
-
Resize columns: Click and hold the divider between column names and resize it by moving your mouse. Note: the ID and Name columns can only be resized together.
-
Choose which columns to display: Click the gear icon at the top right of the table.
Here, you can select the columns you want to be displayed and change their order. You can enable, disable, or move any columns you want, except for the Name column. After clicking Apply, the table will be rebuilt with the new settings. Click Reset to restore all columns except ID.
For a full list of available columns, see Account list columns below.
Print account list
To print an account list, click Print at the top right of the page.
Reference: Account list columns
| Column | Description |
|---|---|
| ID | The unique client ID ; 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 | Indicates if you are following the account or not |
| Type | Accounts can be a Company, an Individual or Other. The difference is that for a Company, you can fill in the company name and address |
| Balance due | The invoice amount the client still has to pay |
| Net due | The remaining amount a client owes after subtracting any available credit from their outstanding balance |
| 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 contacts, it shows the date and time the last contact logged in |
| Credit | 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 |
| Transactions: Awaiting Response | The number of transactions with unanswered questions (for accounts with bookkeeping transactions ). Visible only to team members with Manage account transactions access right |
| Transactions: Responded | The number of transactions with answered questions (for accounts with bookkeeping transactions ). Visible only to team members with Manage account transactions access right |
| General ledger | QuickBooks Online synchronization status for working with the client’s bookkeeping transactions |
| Checklist | Shows whether an account has a document checklist . Accounts with a checklist display a list icon; accounts without one appear empty |
| Roles | Shows allocated team members based on their account roles . Each role is displayed as a separate column |
| Custom fields | You can add all your account custom fields to the table. All newly added custom fields will be enabled by default |
Reference: Available filters
| Filter | What it returns |
|---|---|
| Client type | Accounts with the selected type: Individual, Company or Other (shows accounts without the account type selected) |
| Tags | Accounts with specific tags (e.g., 1040, New clients, Bi-weekly, etc.) |
| Roles | Accounts based on account role assignment. Role without assignee shows accounts where no team member is assigned to a specific role. Role with assignee shows accounts where a specific team member is assigned to a specific role |
| Team | Accounts assigned to one or more specific team members |
| Pipeline and stage | Accounts with jobs in or not in one or more specific pipelines; select one or more stages to narrow results further |
| Invoices | Accounts with invoices in different statuses: Paid, Unpaid or Overdue. When you select Unpaid, you can also choose to see Overdue statuses |
| Chats | Accounts with various chat thread statuses: Active (with active message threads), Unread or Archived |
| Imported at | Accounts imported within a selected period |
| Last login | Accounts that logged in within a selected period |
| Account status | Accounts by their activation stage: Activated, Pending activation or Not activated |
| Approvals | Accounts with various approval statuses: Pending payment, Pending approval, Approved or Rejected |
| Organizers | Accounts with various organizer statuses: Pending, Active (partly or fully completed organizers), Finished, or Archived |
| Checklist | Accounts with a checklist or without one |
| Proposals & ELs | Accounts with various proposal statuses: Pending, Partially signed or Signed |
| Signatures | Accounts with documents at various signing stages: Signed, Partially signed (signed by at least one person), Pending signature, Prepared for signature (pending signature, not yet sent to the client), Opted out (declined to sign), Pending KBA (at least one person needs to sign with KBA), Failed KBA (at least one signer failed KBA and/or declined to sign), or Voided (signed offline and voided by your firm) |
| Date created | Accounts created within a selected period |
| Date updated | Accounts updated within a selected period |
| User | Accounts that have a certain user added to the custom fields |
| Date | Accounts whose Date custom field falls within a selected period |
| Notify | Accounts that have the Notify contact toggle enabled (for at least one contact linked to it) or disabled |
| Email sync | Accounts that have the Email sync contact toggle enabled (for at least one contact linked to it) or disabled |
| Mobile app | Indicates if any contact associated with the account has installed the mobile app and logged in |
| SMS | Accounts based on SMS unread status. Visible for firms with SMS integration enabled |
| Transaction questions | Accounts with responded or awaiting response transactions |
| General ledger | Accounts by their QuickBooks Online synchronization status |
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