Client Profile Overview


By Mary Cooper

updated 13 days ago

The easier you make it for clients the happier they will be to return year after year. TaxDome allows you to manage your clients’ personal information, to see everything you need to know about the client on a single organized page, reducing your administrative time.

Covered here:

Accessing Client Information

A client's profile is available to the firm owner as well as to the team members that were assigned to work on the case.

To access the client's profile, search for a client from the Sidebar. A sidebar search will work anywhere in the system.

You may also access the client's account by navigating to Clients and then clicking on their name in the list. 

The Overview tab is the first tab of the client's profile. It is a single organized page where you can see everything you need to know about the client at a quick glance. 

Here's what you can find here: 

  • Documents – View the client’s latest uploaded documents.
  • Tasks – Find out what tasks are planned and/or in progress.
  • Email - View the five latest emails received from a client. 
  • Pipelines - View the pipelines the client is in  
  • Requests - Explore the client’s latest info requests and their status.
  • Unpaid Bills – Explore the client’s unpaid bills and whether they can be settled with existing credit.
  • Approvals – View the latest documents for which the client’s approval and signature are needed.
  • Signatures – View which documents were sent to the client for signing and which of them are yet to be signed.
  • Organizers  – View which organizers were sent to the client and their status.
  • Login Activity – Find out information about the client's last login.

Editing Account Details

Personal details are usually entered during registration. However, you can update or add to them at any time. 

  1. Navigate to the Info tab of the client's profile. 
  2. Click on the pencil icon neхt to Account Details, then click on Upload Photo to add a client’s picture. Locate an image that you would like to upload, then crop your photo to make it look better.  The clients may upload their photo as well.
  3. Click Edit contact details link neхt to Contact Details, then type in the missing details, such as the client’s street address or phone number. You can update their existing info as well.
  4. Click on SAVE.

Resetting a Password

The password is usually created by the client during registration. However, if the client has requested a change to their password, this can be done by the firm's owner or by a team member. The clients may edit their details on their own as well. 

Navigate to the Info tab of the client's profile, click on the Profile Access icon, then click on the Reset Password link. 

Adding a Linked Contact

You may add linked contacts (spouse, child, business partner, etc) to an account. This allows you to keep contact information for all relevant parties on an account.

To add a linked contact:

  1. Navigate to the Info tab of the client's profile. 
  2. Click on the ADD LINKED CONTACT button, then select a relationship to the client from the list (Spouse, Dependent, or Other). 
  3. Select from existing contacts.
  4. If there is something important to note about the contact in relation to this account, you can add this information as a note.
  5. Click SAVE.

You can always edit or unlink any linked contact using the appropriate links.

Read-Only View of Client Portal

At any time, you can always see what your client will see. This can help tremendously in the off-chance a client wants assistance or cannot handle any of your online requests. With full transparency, you can see what they see and log right back out to your own profile. This can be very helpful for your admins if you have any, as well.

To access a client’s profile:

1. Go to Clients, then click on the client’s name in the list. You can also find a client by going to your left sidebar  and entering their name in the search field.

2. Navigate to the Info tab, then click on the link next to Log in as Client. The client profile will be visible in read-only mode only. If you need to change client details, you will need to do so from your own account instead.

3. Click on the Sign out from [Client’s Name] account link at the top of the screen to get back to your firm’s view of a client’s profile. 

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