Link contacts to accounts

Table of Contents

Link contacts while creating new accounts
Link contacts from the client account
Unlink contact from account
Link additional contacts while importing
Link accounts to contacts

Each client account you have in the system must have at least one contact linked to it. In addition, a contact with an email address must be linked to a client account in order for the client to have portal access.

Link contacts while creating new accounts

When you create a new account manually, you are always prompted to either link an existing contact to it or add a new contact .

To link an existing contact, click the appropriate link, then start typing the name of the contact. Add as many contacts as needed, then click Add.

Tip

All accounts with shared contacts are listed in the Info section of the account’s page. More on linked accounts .

Link contacts from the client account

Navigate to the Info tab of the client account.
Click on Link in the top right corner of the Contacts section, then start typing the name of the contact. Add as many contacts as needed.
Click Add. All contacts along with their emails will now be displayed in the Contacts section of the account’s profile. Once you link an account to a contact, you can invite that client to their TaxDome portal by checking the Login box below their email address.

Note

Once login is enabled for a contact, they can access all account data, including documents, invoices, and other information.

To see what accounts are linked to a specific contact, open the contact’s profile page.

Unlink contact from account

To unlink a contact from an account, click the three-dot menu to the right of the contact’s name and select Unlink.

Note

Once a contact with login access is unlinked, they’ll no longer be able to log in to the account.

Link additional contacts while importing

To link contacts to accounts during import , make sure the names in the spreadsheet column mapped to the Account name field exactly match the names of existing accounts. When they do, all new contacts will be linked to existing accounts, and no duplicates will be created.

Link accounts to contacts

When you’re creating a contact or viewing an existing contact, click the Link accounts at the bottom of the page, then select one or more existing accounts. The accounts are then linked to the contact.