TaxDome Lite (CRM): Apply Bulk Actions

This page is for TaxDome Lite users only. If you use TaxDome Pro, please switch to this article.

A bulk action involves doing the same action for lots of clients at once; it’s the quick workaround to performing the action one client at a time. With TaxDome’s bulk-action feature, you first check off the clients who need the same thing done, then you trigger the action. It’s much more efficient than the one-at-a-time method—not to mention much faster!

• How to Perform Bulk Actions
• Managing Tags as a Bulk Action
• Applying a Folder Template as a Bulk Action
• Sending a Message as a Bulk Action
• Archiving Accounts as a Bulk Action
• Deleting Accounts as a Bulk Action

How to Perform Bulk Actions

To begin performing a bulk action, go to Clients from your left sidebar menu, open the Accounts tab to see your Active list, then select the clients the action is for. If you’re looking for a certain type of client account, use the advanced filters, then select the clients in the then-filtered list.

Once you’ve selected the clients, choose the bulk action from the menu bar above the Active list. To see additional actions, click on More actions in the menu bar.

Managing Tags as a Bulk Action

Two to three words long and color-coded for quick recognition, tags help filter your client accounts. When you need to assign tags to various client accounts, use the Manage Tags bulk action.

In the Active list, select the client accounts that need to be tagged, then click Manage Tags in the menu bar. You’ll then see a list of all your available tags. For each tag, select one of the following:

• Do nothing: The tag won’t be assigned to any of the selected client accounts. If an account already has that tag, it will stay.
• Assign to all: The tag will be assigned to all the selected client accounts.
• Remove from all: If any of the selected client accounts already have this tag, it will be removed.

Applying a Folder Template as a Bulk Action

Folder templates help you speed up the process of making folders for the Docs section of your client accounts. You can create folder templates, and then apply them to specific account. With this option, you can also upload documents that are not client-specific.

In the Active list, select the client accounts you want to apply a folder template to, click More Actions in the menu bar, then select Apply Folder Templates from the pull-down menu. Click on Folder Template field to select the one you want to apply from the pull-down menu.

Sending a Message as a Bulk Action

With the Send Message bulk action, you can send the same secure message to several clients. For example, you may want to notify all of your clients about an upcoming deadline or an update at your firm. Use chat templates to speed things up.

In the Active list, select the client accounts you want to send a message to, click More Actions in the menu bar, then select Send Message from the pull-down menu. Click in the Template field to select the chat template you’d like to use from the pull-down menu. Click the SEND button, and a personalized message will be sent to the selected client accounts.

Archiving Accounts as a Bulk Action

When you no longer need an account but want to keep all its information handy, a great choice is to archive it. Once you do, it disappears from the Active tab and moves over to the Archived tab, where it cannot be edited. With the Archive Accounts bulk action, you can archive several at once. When you archive an account, you can always restore it.

In the Active list, select the client accounts you want to archive, click More Actions in the menu bar, then select Archive Accounts from the pull-down menu.

If you’ve archived several accounts but later discover you need them again, you can easily switch them back to being active in bulk.

In the Archived list, select the client accounts you want to restore, click More Actions in the menu bar, then select Active Accounts from the pull-down menu.

Deleting Accounts as a Bulk Action

Attention! You can delete only archived accounts.

You might need to delete client accounts, either because you created them as tests or they are no longer a client. With the Delete bulk action, you can remove several at once. Remember, once you delete an account, you cannot restore it. And once an account is removed, all of its files and data are also permanently deleted, so you won’t be able to recover those either.

In the Archived list, select the client accounts you want to delete, click More Actions in the menu bar, then select Delete from the pull-down menu. Click CONFIRM in the Delete Confirmation pop-up if you want to go ahead with the deletion, then click OK.