CRM: Overview
TaxDome's CRM features help you stay organized and manage your clients flexibly. In this article, you'll discover the key benefits of using TaxDome for client management.
Accounts & contacts
Your clients are different. Some may be businesses, and others may be individuals. Some may require different services, e.g., as an individual taxpayer and a business entity employee. We have all your cases covered with our Accounts and Contacts.
- 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.
- 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, individual account can be accessed by spouses (two linked contacts), and the business account can include linked contacts of its director, operational manager, and secretary.
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 Acme Corp. company account.
Learn more about how to setup accounts and contacts here.
You can add accounts and contacts to your portal in two main ways: manually or in bulk by using our import tool.
Client page
Client pages, or 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. Client portal offers everything in one place: your clients can electronically sign documents, settle invoices, complete organizers, sign proposals without going to multiple websites, all from the comfort of their mobile phone or computer.
Client list & bulk actions
All your accounts and contacts are available on the Clients > Accounts and Clients > Contacts pages correspondingly. There, you can quickly access them, filter, print and export.
If you want to change settings for many clients at once or send a mass communication, such as a policy update or promotion, you can use bulk actions. The best practice is to apply a filter and then select clients you need.
Use tags
Tags help you filter your client accounts, contacts, and the other TaxDome entities. They differentiate items from others and make locating similar ones with the same tag easy.
Tags can allow you and your team to categorize your clients based on the location or service you provide to them. Tags can even allow you to quickly determine if you need to file an extension for them without searching through each client record.
Moreover, tags are also used in pipelines automations helping you to make sure that an additional agreement or invoice retainer is sent only to a specific group of clients.
Use custom fields
Custom fields in TaxDome allow you to conveniently store and use information about your clients throughout the system. This additional client information can be added both to 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 your business customer, you can automatically include their EIN.
