Delete & archive accounts

Table of Contents

Archive accounts
- Reactivate accounts
Delete accounts

You may want to keep an account to have access to its contents but no longer see it in your account list. Or you may want to delete it altogether. Here, we explain how to do both.

Archive accounts

When you no longer need an account but want to keep all its information handy, a great choice is to archive it. Accounts can be archived by a firm owner, admin, or employee who is given access rights to manage accounts .

What happens on the client’s side when the client account is archived:

The client will no longer be able to access the client portal. They will see the message: Your account was deactivated when attempting to log in.
All files and documents in their portal become inaccessible

Tip

Advise clients to download any documents they need before you archive their account. If they need access after archiving, they should contact your firm.

To archive an account, select one or more accounts in the Active tab, click More actions in the menu bar, then select Archive accounts.

You can also navigate to the Info tab of the client account profile, then click on the Edit to the right of Account info and select Archive account.

What happens on the firm’s side when the client account is archived:

The client’s data is preserved and not deleted
The account can be reactivated at any time if needed
The account disappears from the Active tab of the Accounts list and moves to the Archived tab, where it can still be edited. The account logo displays a label reading [ID of the account] archived.
You cannot reset the password for an archived account .
You cannot delete proposals sent to the archived account.
When choosing accounts for one-offs (send organizer, email, proposal, etc.) or when searching from accounts from the sidebar, you will see both active and archived accounts.

Note

By default, all archived accounts are hidden in TaxDome Drive. Here’s how to show hidden accounts .

Reactivate accounts

If you’ve archived an account but later discover you need it again, you can easily switch it back to active:

Select one or more accounts in the Archived tab, click More Actions in the menu bar, then select Activate Accounts from the dropdown.

You can also navigate to the Info tab of the archived client account profile, then click on the Edit to the right of Account info and select Activate account.

Delete accounts

Remember, once you delete an account, you can’t go back: all of the files and data are gone and cannot be recovered. The client will no longer be able to access the client portal.

Accounts can be deleted by a firm owner, admin or any employee who has been given access rights to manage accounts . You can delete one or more accounts at a time from the Accounts list.

In the Archived list, select the client accounts you want to delete, click More Actions in the menu bar, choose Delete from the dropdown, and confirm the action in the pop-up window.

You can also navigate to the Info tab of the archived account profile, click on the Edit link to the right of Account info, then click Delete account and confirm the action.