CRM & Clients
Manage your customers on TaxDome. Contracts, organizers, emails, and more available.
- Adding Client Accounts
- How to Export Your Client List From Your Current Software
- Import
- Accounts List: Overview, Filters, Export, Pending Activation
- Accounts List: Bulk Actions
- Contacts: How to Add, Merge, Export, and Delete
- Custom CRM Fields
- Portal Access, Notifications, Email Sync—How Everything Works Together
- Integration With Zapier
- Tags in Accounts and Tasks
- Client Profile Overview
- How to Use Customizable Organizers
- Account Notes
- How to Introduce TaxDome to Your Clients
- Deleting & Archiving Accounts
- Contracts: Setting Them Up & Getting Them Signed
- Access the Read-Only View of Client Account
- How to Reset Client's Password
- How to Link Contacts to Accounts—and Vice Versa
- The Client Portal Sign-Up Link: How to Customize, Remove, and Use It