Add & organize clients

Manage your clients in TaxDome — add accounts and contacts, organize them with tags and custom fields, and give clients access to their portal.

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Add clients

Add contacts and accounts, link them, manage access, use tags, bulk actions, and notes.

Manage tags & custom fields

Use TaxDome tags to organize data, power automations, filter records, and manage workflows.

Manage client profiles

Manage all aspects of client profiles in TaxDome.

Organize your client data

Learn how to customize, and promote the TaxDome client portal.

Accounts & contacts

Your clients are different. Some may be businesses, and others may be individuals. Some may require different services — for example, as an individual taxpayer and a business entity employee.

• Accounts can be either a company or an individual; they are the entities you work for and bill. An account is always linked to one or more contacts, depending on how many people use it. For example, an individual account can be accessed by spouses (two linked contacts), and a business account can include linked contacts of its director, operational manager, and secretary.
• Contacts are the actual people you interact with during your work hours. This is where you store all their personal details, including the email addresses used for client portal login.

For example, Mary Murphy can be a contact linked to the Acme Corp. company account, or Adam Smith can be a contact linked both to the Adam Smith individual account and the Acme Corp. company account.

You can add accounts and contacts to your portal in two main ways: manually or in bulk using the import tool . Find out more about how accounts and contacts work .

Client page

Client account profiles belong to accounts and contain everything related to your work with them.

From client pages, you can:

• View or update a client’s details
• Manage contacts linked to an account and decide who can log in to the client portal, receive notifications about updates, etc.
• Communicate with clients
• Track client’s billing documents
• Collect client’s data using organizers and client requests
• Add and view internal notes about a client
• Track jobs and tasks related to them

All client pages store both current and historical data, so you can always access what you need.

Client portal

To fully use TaxDome, we recommend inviting your clients to the client portal . The client portal gives clients everything in one place — they can electronically sign documents, settle invoices, complete organizers, and sign proposals from their mobile phone or computer.

Client list & bulk actions

All your accounts and contacts are available on the Clients > Accounts and Clients > Contacts pages. From there, you can quickly access, filter, print, and export them.

To change settings for many clients at once or send a mass communication — such as a policy update or promotion — use bulk actions. The best practice is to apply a filter first, then select the clients you need.

Tags

Tags help you filter client accounts, contacts, and other TaxDome entities. They differentiate items from others and make locating similar ones easy.

Tags let you and your team categorize clients by location or service type, or quickly identify which clients need an extension without searching through individual records. Tags also work in pipeline automations — for example, to ensure that an agreement or invoice retainer is sent only to a specific group of clients.

Custom fields

Custom fields let you store and use additional client information throughout TaxDome. You can add custom fields to both accounts and contacts, either manually or in bulk.

Custom fields can be used as shortcodes throughout the system, included in PDF invoices, or referenced when requesting IRS transcripts. For example, when sending an invoice to a business client, you can automatically include their EIN.