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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
  • How to Add, Merge, Export, and Delete Contacts
  • Custom CRM Fields
  • Portal Access, Notifications, Email Sync—How Everything Works Together
  • Integration With Zapier
  • Tags in Accounts and Tasks
  • Client Profile Overview
  • Customizable Organizers
  • Notes
  • How to Introduce TaxDome to Your Clients
  • Deleting & Archiving Accounts
  • Contracts
  • Access the Read-Only View of Client Account
  • How to Reset Client's Password
  • How to Link Contacts to Accounts
  • The Client Portal Sign-Up Link: How to Customize, Remove, and Use It

Categories

  • Getting Started
  • Workflow & Automation
  • CRM & Clients
  • Documents
  • Messaging
  • Apps
  • Billings
  • Team & Plans
  • Site Management
  • Legal
  • Support & Troubleshooting
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