Set up client profiles
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 notes
Create, manage internal client account notes, link them to jobs and tasks.
Reset client password
Send a reset link from client account profile.
Upload client's photo
Help client to upload photo to their portal.
See client account in read-only view
Understand client experience without making changes.
How to use plus addressing in TaxDome for signatures and contacts
Learn how to use plus addressing in TaxDome to simplify e-signatures and manage multiple contacts with a single email.