Accounts & contacts

Add contacts and accounts, link them, manage access, use tags, bulk actions, and notes.

Contacts & accounts

The difference between contacts and accounts in TaxDome, and how to set them up.

Create manually or in bulk, link to contacts, and set up key details.

Manage contacts by adding them manually or in bulk, editing details, and deleting entries.

Learn how to grant and manage client portal access when you are ready.

How account names, types, IDs, and statuses help you identify, organize, and manage client accounts.

Manage, customize, search, and filter your account list.

Learn how to manage multiple client accounts in TaxDome at once.

View, search, filter, and manage your contact list.

Identify and merge duplicate contacts in TaxDome automatically or manually.

Create, manage internal client account notes, link them to jobs and tasks.

How contacts and client accounts work altogether.

Understand client experience without making changes.

Archive client accounts to retain their data, or delete archived accounts permanently if no longer needed.

Send a reset link from client account profile.

Learn how to use plus addressing in TaxDome to simplify e-signatures and manage multiple contacts with a single email.

Update CRM fields, assign team members or roles, and apply tags to existing accounts in bulk.

Transfer contacts from your email application to TaxDome.