CRM & Clients
Manage your customers on TaxDome. Contracts, organizers, emails, and more available
- CRM (Advanced): Reset client password
- CRM (Basic): Link contacts to accounts
- CRM (Advanced): Customize, use & remove the client portal sign-up link
- CRM (Advanced): Import Contacts From Your Email Application
- CRM (Basic): Add contacts
- Tags (Basic): Create, edit & delete
- Tags list (Basic): View and customize
- 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
- CRM (Basic): Import a CSV file with taxpayer and spouse on one row
- CRM (Basic): Upload Client's Photo
- Windows App: Create accounts and contacts
- CRM (Advanced): Customize client portal
- TaxDome shortcodes
- CRM (Advanced): Make announcements to your clients
- Test your setup before going live
- Client actions without login