Clients

Reference for client accounts and profiles.

Unlinked email addresses

Fix unlinked emails in TaxDome by linking them to contacts, revoking access, or deleting.

View and manage all client account info in one place—documents, contacts, jobs, tasks, and more.

How account names, types, IDs, and statuses help you identify, organize, and manage client accounts.

View all client account info in one place with the new Beta Overview—see to-dos, jobs, communications, documents, and activity organized by priority.

Discover all features available to clients without portal access (paying invoices, etc.)