See client account in read-only view

With Log in as client feature, you can experience TaxDome from the client account’s side—say, you can see what steps they must take to pay a bill or download a document. This can be very helpful whenever you need to help them troubleshoot.

Note

Team members need Manage invoices access right to be able to log in as client.

To go to the read-only view of the client portal, navigate to the Info tab of the client profile, then click the Log in as client button. The client profile will be visible in read-only mode, so you won’t be able to interact with it, and some fields may not be visible due to the access settings. If you need to change account info, you’ll have to do it from your account.

For accounts with multiple contacts, this preview isn’t linked to any specific contact—when contacts sign in, each will see only the actions assigned to them.

Click on the Log out from [client’s name] account link at the top of the screen to go back to your firm’s view of the account profile.

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