CRM & Client portal
Intro to clients, contacts, accounts, and client portal basics in TaxDome.
CRM: Overview
Intro to TaxDome's CRM: manage clients, organize data, and improve communication.
Contacts & accounts
The difference between contacts and accounts in TaxDome, and how to set them up.
Account name, type, ID, and status
How account names, types, IDs, and statuses help you identify, organize, and manage client accounts.
Client actions without login
Discover all features available to clients without portal access (paying invoices, etc.)
Custom fields: Overview
How custom fields help you to store, manage, and personalize client data.
Tags: Overview
Learn about TaxDome tags to organize data, trigger automations, and optimize workflows.
Client mobile app (Android and iOS)
Help clients react to your requests faster with the TaxDome Client portal mobile app.