CRM & Clients

With all of your important action items at your fingertips, managing all of your customers on TaxDome is a no-brainer.

Adding Accounts

TaxDome makes managing all of your customers a breeze by putting all of your important documents and action items for a client at your fingertips. The first step is to add clients to our system,...

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By Mary Cooper

updated 16 days ago

Importing Multiple Client Accounts and Contacts to TaxDome

We offer many import tools in TaxDome and one of the most important is importing your client and contact data. If you’re just starting out with TaxDome but have been in business for a while, you’ll...

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By Mary Cooper

updated 14 days ago

Account List

Goodbye, desktop Excel; hello, cloud-based account list! On TaxDome, an organized and filterable account list helps you keep all your clients at your fingertips. But that’s not all: Our integrated...

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By Mary Cooper

updated about 1 month ago

Using Contacts

The contacts feature lets you add people as well as companies, along with names, telephone numbers, email and street addresses. You can include notes about each contact and use tags to categorize...

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By Mary Cooper

updated 6 days ago

Using Account & Task Tags

Tags help you filter your client accounts, contacts, task entries, and tasks. Tags usually contain one to three words and are color-coded for quick recognition. They provide details about an item...

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By Mary Cooper

updated 26 days ago

Client Profile Overview

The easier you make it for clients the happier they will be to return year after year. TaxDome allows you to manage your clients’ personal information, to see everything you need to know about the...

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By Mary Cooper

updated 15 days ago

Managing Multiple Logins & Profile Access

Some of your accounts will need to be managed by more than one person on the client end.  Say, your client runs a company, then perhaps several employees will need to have access to the business’s...

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By Mary Cooper

updated 5 days ago

Customizable Organizers

An organizer resembles a questionnaire, a set of questions created by the firm for the client to provide answers to to facilitate work between the firm & client.  With TaxDome, you can create as...

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By Mary Cooper

updated 7 days ago

Internal Only Notes

As you communicate with the account, you will likely accumulate a variety of information that you will need to keep in mind while preparing their documents. Such information can be stored as...

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By Mary Cooper

updated about 2 months ago

Deleting an Account

Sometimes, you may need to delete an account that had been created for test purposes or that no longer has anything to do with your firm.  If you delete an account, please keep in mind that it is...

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By Mary Cooper

updated about 2 months ago

Your Client Portal

Taxdome’s Client Portal allows your accountants to share important documents with you, pay their bills, see their payment history, view upcoming deadlines, answer questions you have for them, and...

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By Mary Cooper

updated 27 days ago