Add, edit, delete contacts

Contacts are the people linked to your client accounts in TaxDome. Add them during account creation, create them individually, or import multiple contacts at once.

Note

Adding contacts requires a firm owner, admin, or a team member with the Manage contacts access right .

Note

Do not use firm members’ email addresses when creating client contacts — this causes signup issues.

Add contacts manually

Here are different ways to do it:

• While creating an account — see this article
• Using the New button at the top left
• From an account’s Info tab (see steps below)

Once you have created an account, you can add additional contacts to it directly from the account’s Info tab.

To create a contact:

1. Go to Clients > Accounts from the left menu bar and open the account.

2. Switch to the Info tab.

3. Click the Create button in the Contacts section.

   

See New contact fields below for a description of each field.

Add contacts in bulk

Save time by importing multiple contacts at once using a CSV file or vCard file from your email application. This is especially useful when migrating from another system or adding large numbers of contacts.

Add contacts in bulk by importing a CSV file

You can add contacts to TaxDome in bulk by importing a CSV file using our import tool. Though it is primarily used to add contacts along with accounts, you can also import contacts from CSV files on their own. Here’s how.

1. Once you have your CSV file with CRM data, go to Clients > Accounts or Clients > Contacts from the left menu bar, click Import, then upload your file.

   

2. Since you are not going to import accounts, at the Map accounts step, click X to the right of the Choose CSV column for Account Name field. This will also hide sections that refer to account import.

   

3. At the Map contacts step, review the column header names from your spreadsheet on the left. The column header names in your spreadsheet that match TaxDome contact property names (e.g., First Name, Phone, Email, City) get automatically mapped. For each CSV property, you can:

   • Choose any of the existing contact fields or create a new custom one.
   • Choose not to import it by selecting Ignore in the Action field.
   • Automatically apply tags to the newly created contacts.

   

4. At the Review step, you will be able to see which contacts will be created with which names and email addresses. If everything looks good, click Start Import. If not, go back to make any necessary fixes.

   

Once the import is done, you will receive an email notification. You’ll also see added contacts on the Clients > Contacts page.

Later, when you need to link these contacts to accounts, you can do it either while editing a contact or from a client account profile .

Add contacts in bulk by importing a contact list from the email (vcard)

You can import contacts directly from your email application (such as Apple Mail, Gmail, or Outlook) by exporting them as a vCard file (.vcf) and then importing them into TaxDome. This method is useful when you want to quickly transfer contacts from your email, though it doesn’t allow you to import accounts or customize the import process.

For detailed step-by-step instructions on exporting contacts from different email applications and importing them to TaxDome, see Import contacts from your email application .

Edit contacts

To make changes to a contact’s details, go to Clients > Contacts from the left menu bar, then click on the name of the contact in the list. Edit a contact’s details in the slide-out window and click Save.

Alternatively, you can access and edit a contact’s information by opening the Info tab in the client account profile, then clicking the contact’s link in the Contacts section.

Tip

You can also bulk update contact information via import .

Delete contacts

To remove contacts, go to Clients > Contacts from the left menu bar, select the checkbox next to the ones you want to delete, click the trash icon and confirm deletion. To select all contacts, click the topmost checkbox.

To remove a contact, you can also click the trash icon to the right of the contact’s name, then confirm deletion.

Reference: New contact fields

Share

Link copied