Work with client account list

Table of Contents

Your client account list
Customize account list
Search for accounts
Filter your account list
Print account list

Your cloud-based account list allows you to quickly glimpse everything you need to know: the status of documents, invoices, tasks, emails—and more! Plus, filter and sort to quickly find anything.

Your client account list

TaxDome allows you to easily track your clients, so you can always stay on top of what they need. For an overall picture of your accounts, go to Clients > Accounts from the left menu bar.

The entire client account list is available to a firm owner, admin or any team member with access rights to view all accounts . Otherwise, team members see only the accounts assigned to them.

The Accounts page is fully customizable . You can view columns for:

ID: the unique client ID (read more on client IDs below), indicates if the client account is active (i.e. the Login is turned on for at least one contact linked to the client account).
Name: the client’s first and last name or the name of their business
Team: the people who have access to the account
Follow: whether you are following the account or not (read more on account followers )
Type: accounts can be a Company, an Individual or Other. The difference is that for a Company, you can fill in the company name and address
Balance due: the invoice amount for the client still has to be paid.
Net due: the number shows the remaining amount a client owes after subtracting any available credits from their outstanding balance.
Proposals: the number of proposals sent to the client
Unread chats: the number of unread messages
Tags: color-coded tags that help you filter your account list
Pending signatures: the number of pending signature requests sent to the client
Pending organizers: the number of pending organizers sent to the client
Last login: the date and time the client last logged in to TaxDome. If the account has multiple users , it shows the date and time the last user logged in
Credits: available money that can be applied to the client’s new invoices
Tasks: the number of client tasks
QuickBooks: the account QuickBooks sync status
Mobile app: whether any contact associated with the account has installed the mobile app and logged in
Notify: indicates if at least one contact linked to the client account is receiving notifications
Email sync: indicates if at least one contact linked to the client account has the Email sync turned on
Transactions: Awaiting Response: the number of transactions with unanswered questions (for accounts with bookkeeping transactions ). Visible only to team members with Manage account transactions access right.
Transactions: Responded: the number of transactions with answered questions (for accounts with bookkeeping transactions ). Visible only to team members with Manage account transactions access right.
Roles: shows allocated team members, based on their account roles . Each role is displayed as a separate column.
Custom fields: you can add all your account custom fields to the table. All newly added custom fields will be enabled by default.

The account name column always stays locked in place as you scroll across tables—similar to Excel’s freeze pane feature.

Column names remain in view at all times while scrolling. Click the up-down arrow next to the header of the column you wish to sort.

Customize account list

You can customize your account list in different ways. You can resize, enable, disable and move columns to your liking.

You can customize the size of each column, except for the ID and Name columns. The size for these columns can only be customized together. To customize all other columns, click and hold the divider between column names and resize it by moving your mouse.

To set up the columns you want to be displayed in the account list section, click the gear icon on the top right of the table.

Here you can select the columns you want to be displayed. You can enable, disable or move any columns you want, except for the Name column. After clicking Apply, the table will be rebuilt with new columns.

Clicking Reset will display all columns except ID.

Search for accounts

To search for a specific account using a keyword or a custom field value:

To use global search from any page, click the search button at the top left of your screen, type in the search field, then navigate to Accounts.
You can also use the search field at the top right of Accounts page. Type a keyword, then press Enter on your keyboard. Click the X in the search field to clear it.

Filter your account list

Filters help you find specific accounts within your account list based on certain criteria . For example, you can find all accounts managed by a specific team member or accounts with overdue invoices.

To filter your account list, click Filter at the top left of your Accounts page and select the filter, value and operator:

Any of – returns results that match at least one of the selected values (logical OR).
None of – excludes results that match any of the selected values (NOT OR).

Some filters have two more options:

All of – returns results that match all selected values (logical AND).
Exclude all selected – excludes results that match all selected values (NOT AND).

Note

Operators are not applied to the time-related filters such as Imported at, Last login, Date created, etc.

Here are the different filters and values you can apply:

Client type filter shows all accounts with the selected type: Individual, Company or Other, which shows accounts without the account type selected.
Tags filter shows only accounts with specific tags (e.g., 1040, New clients, Bi-weekly, etc.).
Roles lets you find accounts based on account role assignment. Filter Role without assignee shows accounts where no team member is assigned to a specific role (e.g., no one is assigned as a tax preparer). Filter Role with assignee shows accounts where a specific team member is assigned to a specific role (e.g., Mary is assigned as a bookkeeper).
Team filter shows accounts assigned to one or more specific team members.
The pipeline and stage filter shows accounts with jobs in or not in one or more specific pipelines. Select one or more stages to narrow the results further.
Invoices filter shows all accounts with invoices in different statuses: Paid, Unpaid or Overdue. When you select Unpaid, you can also choose to see Overdue statuses.
Chats filter shows accounts with various chat thread statuses: Active (with active message threads), Unread or Archived.
Imported at filter lets you see accounts imported within a selected period.
Last login filter lets you see accounts that logged in within a selected period.
Account status lets you sort accounts by their activation stage: Activated, Pending activation or Not activated.
Approvals filter shows accounts with various approval statuses: Pending payment, Pending approval, Approved or Rejected.
Organizers filter shows accounts with various organizer statuses: Pending, Active (partly or fully completed organizers), Finished, or Archived.
Proposals & ELs filter shows accounts with various proposal statuses: Pending, Partially signed or Signed.
Signatures filter shows accounts with documents at various stages of signing: Signed,Partially signed (signed by at least one person), Pending signature, Prepared for signature (documents pending signature that have not yet been sent to the client(s)), Opted out (declined to sign), Pending KBA(at least one person is needed to provide a signature with KBA), Failed KBA (at least one signer failed KBA and/or a signer declined to sign), or Voided(signed offline and voided by your firm).
Date created filter shows accounts created within a selected period.
Date updated filter shows accounts updated within a selected period.
User filter shows accounts that have a certain user added to the custom fields.
Date filter shows accounts whose Date custom field falls within a selected period.
Notify filter shows accounts that have the Notify contact toggle enabled (for at least one contact linked to it) or disabled.
Email sync filter shows accounts that have the Email sync contact toggle enabled (for at least one contact linked to it) or disabled.
Mobile app filter shows if any contact associated with the account has installed the mobile app and logged in.
SMS filter shows accounts based on SMS unread status. Visible for firms with SMS integration enabled.
Transaction questions filter shows accounts with responded or awaiting response transactions.

For time-based filters like Imported at, Last login, Date created, Date updated, and Date, you can select rolling date ranges such as Last week, Last month, Last quarter, or Last year. These filters automatically update based on the current date, so whether applied or saved, they always reflect the latest time period.

You can also choose how these ranges are calculated. The Calendar ranges toggle lets you switch between:

Rolling time periods (default): ranges that count backward from today, such as the last 7 days (week), 30 days (month), 90 days (quarter), or 365 days (year)
Standard calendar periods with fixed dates: accounting weeks (Sunday to Saturday), full months (July 1 – July 31), quarters (April 1 – June 30), or years (January 1 – December 31)

Note

Multiple instances of the same filter will be merged. For example, the filters “Tags: all of Returning client” and “Tags: all of 1040” will be combined into “Tags: all of Returning client, 1040”, showing only clients who have both tags.