Custom fields explained

Table of Contents

Custom fields at a glance
Account vs contact custom fields
Work with custom fields
Access and permissions

Custom fields in TaxDome allow you to conveniently store and use information about your clients throughout the system.

Custom fields at a glance

TaxDome includes a standard set of CRM fields, but every firm tracks client data that is unique to its practice. Custom fields let you extend the default profile with any data points your business needs—for accounts (such as industry, number of employees, or office phone) and for contacts (such as birthday, SSN, or preferred call time). There are different types of fields: text, number, date, dropdown, email, URL, or user, which ensures data is entered in a consistent, usable format.

Once created, custom fields are more than a place to store information. Here is when you might need to use custom fields:

Storing additional info: If some data is going to be used in the future, such as estimated tax payment, you can add a custom field so you can always find it in a dedicated place and use it whenever needed.
Migrating clients to TaxDome: If you need to transfer all your client data from other software to TaxDome without losing any information, you can create custom fields for any data points included in your previous software but unavailable in TaxDome. Then, you can import your data in bulk .
Personalize bulk communications: If you want to personalize your emails, messages, invoices or other entities sent in bulk or via automationa, you can use custom fields as shortcodes .
Add to PDF invoices: If you want additional data to be shown on PDF invoices your clients download, you can set up your invoices to contain account custom fields .
Use when requesting IRS transcripts: When you add particular contact custom fields, they save you time by pre-filling IRS transcript requests .

Account vs contact custom fields

In TaxDome, you can create custom fields for accounts and contacts:

Account custom fields will be applied to clients as entities—a company or a family. These can include, for example, the industry, the number of employees, or the office phone number.
Contact custom fields will be applied to contacts only and typically contain personal data, such as an additional phone number or preferred call time. Note that even if you are working with individual clients, it’s better to add personal information as contact custom fields because it is universal (such fields can be used both for individuals and firms) and doesn’t require any changes if you need to add a family member.

Work with custom fields

To start using custom fields, you need to:

Create them . This could be done either manually from the portal or in bulk when importing your clients.

Fill them out . You can do it in different ways, for example, by updating details in the client’s profile manually or transferring the data from the completed organizer.
Use it throughout the system . You may consider adding custom fields to PDF invoices, using them in your job titles or using them in email templates for sending personalized emails in bulk.