CRM & Clients
Manage your customers on TaxDome. Contracts, organizers, emails, and more available
- CRM (Advanced): Import Contacts From Your Email Application
- CRM (Basic): Add contacts
- Custom fields (Advanced): Create, edit, delete
- Custom fields (Advanced): Update, search, ways to use
- CRM (Advanced): Merge Duplicate Contacts
- CRM (Advanced): Unlinked email addresses
- CRM (Basic): Account name, type, ID, and status
- Old filters and filter templates
- Statuses: Overview
- CRM (Basic): Import a CSV file with taxpayer and spouse on one row
- CRM (Basic): Upload Client's Photo
- Filters (Basic): Overview
- Windows App: Create accounts and contacts
- Tags (Basic): Create, edit & delete
- CRM (Advanced): Customize client portal
- TaxDome shortcodes
- CRM (Advanced): Make Announcements to Your Clients
- Test your setup before going live
- Client actions without login
- Organizers (Advanced): Sync answers with custom fields