CRM & Clients
Manage your customers on TaxDome. Contracts, organizers, emails, and more available
- CRM (Advanced): Merge Duplicate Contacts
- CRM (Advanced): Unlinked Email Addresses
- CRM (Basic): Account Name, Type, ID, and Status
- CRM (Basic): Filter Templates
- Statuses: Overview
- CRM (Basic): Import a CSV File with Taxpayer and Spouse on One Row
- 🏁 Your First Week With TaxDome: Onboarding Checklist
- CRM (Basic): Upload Client's Photo
- New filters (Basic): Overview
- Windows App: Create accounts and contacts
- Tags (Basic): Create, Edit & Delete