CRM & Clients
Manage your customers on TaxDome. Contracts, organizers, emails, and more available
- CRM: Overview
- Tags: Overview
- Filters: Overview
- Custom fields: Overview
- CRM (Basic): Add client accounts
- Statuses: Overview
- CRM (Basic): Export a Client List From Your Current Software
- Import (Basic): Why to care about tags, folder templates and custom fields
- Import (Basic): Prepare your CSV file
- Import (Basic): Migrate your client data to TaxDome
- CRM (Basic): Invite clients
- CRM account list (Basic): Customize, filter, export
- CRM (Basic): Apply bulk actions
- CRM (Basic): Contact toggles (login, notify, email sync)
- CRM (Basic): Contacts & Accounts
- CRM Contact List (Basic): Edit, Export, Search, Delete
- CRM (Basic): Client account profiles
- Account tags (Basic): Apply & ways to use
- CRM (Basic): Client account notes
- CRM (Basic): Introduce TaxDome to Clients