Collections

Log In as Client

By Mary Cooper

updated 2 days ago

See the TaxDome system from the client's side and find out how they pay your bills, approve, and download documents.

You can use the Log in as Client feature at any time to find out how things look from the client's side and to help them with troubleshooting.


You can use the Log in as Client feature at any time to find out how things look from the client's side and to help them with troubleshooting.

To access the client profile:

  1. Go to Clients, then click on the client's name in the list. You can also search for clients from the Sidebar on any page by entering their name. 

2. Navigate to the Info tab, then click on the link next to Log in as Client. Note that the client profile is in read-only mode. If you need to change client details, use your own account instead.


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

Did this answer your question?