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.
Add client accounts
Create manually or in bulk, link to contacts, and set up key details.
Add, edit, delete contacts
Manage contacts by adding them manually or in bulk, editing details, and deleting entries.
Invite clients
Learn how to grant and manage client portal access when you are ready.
Account name, type, ID, and status
How account names, types, IDs, and statuses help you identify, organize, and manage client accounts.
Work with client account list
Manage, customize, search, and filter your account list.
Bulk actions for Accounts
Learn how to manage multiple client accounts in TaxDome at once.
Work with contact list
View, search, filter, edit, and manage your contact list.
Merge duplicate contacts
Identify and merge duplicate contacts in TaxDome automatically or manually.
Client account notes
Create, manage internal client account notes, link them to jobs and tasks.
Link contacts to accounts
How contacts and client accounts work altogether.
See client account in read-only view
Understand client experience without making changes.
Delete & archive accounts
Archive client accounts to retain their data, or delete archived accounts permanently if no longer needed.
Reset client password
Send a reset link from client account profile.
Contact name formatting
Customize the default format for displaying contact names in TaxDome.