As you communicate with the client, you will likely accumulate a variety of information that you need to keep in mind while preparing their documents. You can store such information as internal notes inside TaxDome. That way, all team members assigned to the client will have access to this information. These internal notes are intended for your staff only, they are not visible to clients.
Creating a Note
To create a new note:
- Click the +NEW button on the Sidebar, select Note, then select the client from the list. You can see the five most recent clients here. If there is no client you are searching for among them, start typing their name, ID or email. You can also change the client’s name right in the note creation window.
2. Click Write new note and begin to type. You can use text formatting, bullets, numbered lists, and also insert links.
3. Click Save to add the note.
All notes can be active or archived. All created notes are displayed on the Active tab. Once you no longer need the note, you can transfer it to the archive by clicking the Move to archive icon.
You can also move the archived note to the Active tab by clicking the Move to Active link on the Archived tab.
To delete a note, you first need to move it to the archive. Next, go to the Archived tab and click the Delete link.
To make changes to a note, click the Edit icon, then make the required changes and click Save.