Client profile
Learn how to manage all aspects of client profiles in TaxDome
Client account profiles
View and manage all client account info in one place—documents, contacts, jobs, tasks, and more.
Client account profile: Overview (Beta)
View all client account info in one place with the new Beta Overview—see to-dos, jobs, communications, documents, and activity organized by priority.
Contact settings (login, notify, email sync, signatory)
Manage portal access, notifications, and email sync for each contact’s email.
Unlinked email addresses
Fix unlinked emails in TaxDome by linking them to contacts, revoking access, or deleting.
Upload client's photo
Help client to upload photo to their portal.