CRM & Clients
Manage your customers on TaxDome. Contracts, organizers, emails, and more available
- CRM (Basic): Add client accounts
- CRM (Basic): Export a Client List From Your Current Software
- CRM (Basic): Import a client list
- CRM account list (Basic): Filter, export, pending activation
- CRM (Basic): Apply Bulk Actions
- CRM Contact List (Basic): Edit, Export, Search, Delete
- CRM (Advanced): Custom fields
- CRM (Basic): Portal access, notifications, email sync
- Tags (Basic): Apply & ways to use
- CRM (Basic): Contacts & Accounts
- CRM (Basic): Client account profiles
- CRM (Basic): Client Account Notes
- CRM (Basic): Introduce TaxDome to Clients
- CRM (Basic): Delete & Archive Accounts
- CRM (Basic): See a Client Account in Read-Only View
- CRM (Advanced): Reset a Client’s 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