Client account profile: Overview (Beta)

Coming soon!

This article describes the updated Overview page currently available to Beta users. If you don’t see the updated Overview page yet, please refer to the article on Client account profiles .

With TaxDome, managing your clients’ personal information is easy. The Overview page shows all key account details on a single, organized page. The Beta version features a two-section layout with organized account details, contacts, jobs, communication, billing, both client’s and team’s activity—creating a personalized, efficient workspace for every client.

Note

Not all sections may be available to all team members. Access depends on the team member’s access rights and system role .

Account overview

Inside the refreshed Overview tab, everything you need to know about the client account is organized into two main sections: Account and Overview.

Account section

The Account section includes a follow/unfollow account link at the top. Thus, it is very easy to follow or unfollow an account.

Also, all key account information is shown here:.

• a. Notes: Account notes displaying the most recent at the top. You can create a new note or view all existing notes for the account.

• b. Tags & custom field: Provides quick overview of tags , team members assigned to the account, and account custom field values.

• c. Account roles: Shows team members allocated to the account with their specific roles (e.g., bookkeeper, reviewer). You can also navigate to all account roles from this section.

• d. Contacts: Shows contacts linked to the account and their details—primary phone, email, last login date, and contact settings (login, notify, email sync, signatory). You can navigate to all contacts from this section.

Overview section

The Overview section contains tabs with different types of information related to the account.

Tip

Click the pin icon to set that tab as your default view on every client account. You can pin only one tab at a time.

• a. Client to-do’s:

  • At the top, you can see Pending - these are items requiring action from the client, like pending organizers, unanswered chats, unpaid invoices. The Action column indicates what the client needs to do, and the Modified column shows when the item was last updated. Click the item’s name to open it.

  • At the bottom, you can see Recently completed - these are items that have been already processed by the client. This helps you quickly react to them (e.g., if the proposal was signed, you can send the invoice).

• b. Jobs & tasks: Work that requires action from your team. This section displays in-progress jobs with their pipelines and stages, internal deadlines, and due dates. It also lists tasks sorted by due date, including each task’s linked job, assignee, status, priority, and due date.

• c. Communication: Chat messages, emails, and SMS displaying the most recent at the top, with subject, message previews and dates. Unread items are marked with the New label.

• d. Docs: Shows documents uploaded by the client. Documents that haven’t been viewed yet are labeled New. The label disappears once any firm member views or downloads the file.

• e. Billing: Displays billing information such as:

  • WIP time entries showing the number of unbilled entries, time, and amount, with the option to quickly create an invoice.
  • Invoices showing numbers, statuses, totals, amounts paid, balances due, and linked jobs.
  • Recurring invoices showing names, statuses, recurrences, payment authorizations, amounts, and balances.
  • Payments showing numbers, statuses, amounts, dates, and invoices paid.
  • Time entries showing assignees, timer statuses, dates, durations, and linked jobs.

• f. Activity: The most recent system events related to the account, such as the client’s last login, job status changes, or invoice updates.

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