CRM
Learn how to set up and manage client data, profiles, and the client portal in TaxDome.
CRM: Overview
Intro to TaxDome's CRM: manage clients, organize data, and improve communication.
Accounts & contacts
Add contacts and accounts, link them, manage access, use tags, bulk actions, and notes.
Tags
Use TaxDome tags to organize data, power automations, filter records, and manage workflows.
Custom fields
Learn how to work with custom fields.
Client profile
Learn how to manage all aspects of client profiles in TaxDome.
Client portal
Learn how to customize, secure, and promote the TaxDome client portal.