Add & organize clients
Learn how to set up and manage client data, profiles, and the client portal in TaxDome.
Add clients
Add contacts and accounts, link them, manage access, use tags, bulk actions, and notes.
Manage tags & custom fields
Use TaxDome tags to organize data, power automations, filter records, and manage workflows.
Set up client profiles
Learn how to manage all aspects of client profiles in TaxDome.
Organize your client data
Learn how to customize, and promote the TaxDome client portal.