🔧 Assistance: I want you to help with client import

If you have a huge client list and hardly imagine moving it to our system, use our free assistance. We'll be happy to transfer your clients to the TaxDome portal. 

Follow these steps:

1. Go to Settings > Firm Settings from the sidebar menu. 

2. In the Editor Access section, toggle on Allow support team to log in with owner-like permissions.

3. (Optional) Set the time this permission is valid. By default, access is given for one month, but you can increase or decrease it. 

4. Click Save.

5. Complete the TaxDome Import Assistance form to let us know that you’re ready—then we’ll take it from there in up to five business days. 

Your TaxDome support person will be able to view and edit data in these sections of your firm’s portal:

• Insights
• New button (create any item via this button)
• Invoices, Payments, Time Entries
• Clients (Accounts, Contacts)
• Workflow (Pipelines, Jobs, Tasks)
• Inbox+ (To Do, Archived)
• Settings (My account, Firm settings, Team & Plans, Integrations, Firm balance (audit trail only), Tags, Templates, Pipelines, Site, Custom Fields)