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CRM & Clients

Manage your customers on TaxDome. Contracts, organizers, emails, and more available

  • CRM (Basic): Contacts & Accounts
  • 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
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