CRM & Clients

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

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Viewing Accounts Pending Activation & Resending Invitations

Once a client’s profile has been created, in most cases the system will send them an email requesting that they activate their account (Note that the activation emails are not sent automatically if you have disabled this option while importing the...

By Mary Cooper

updated 1 day ago

Client List

Gone are the days of desktop excel – welcome to the cloud-based client list. All the important info at your fingertips, organized and filterable. All your clients at your fingertips – documents, bills, tasks, communication & more, all...

By Mary Cooper

updated 2 days ago

Using Client & Task Tags

Tags help you filter your clients, task entries and tasks. Tags usually contain one to three words and are color-coded for quick recognition. They provide details about an item and make it easy to locate related items with the same tag. Covered...

By Mary Cooper

updated 2 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 client on a single organized page, reducing your...

By Mary Cooper

updated about 9 hours ago

Managing Multiple Logins & Profiles

Some accounts need to be managed by several people. Say, your client runs a company, then they’ll definitely have several people who will need access to its profile. Or, if your client is an individual, they might want their spouse to have access...

By Mary Cooper

updated 2 days ago

Log In as Client

See the TaxDome system from the client's side and find out how they pay your bills, approve, and download documents.You can use the Log in as Client feature at any time to find out how things look from the client's side and to help them with...

By Mary Cooper

updated 2 days ago

Sending and Receiving Emails in TaxDome

There are plenty of ways to communicate with a client, but email is still the most common. Which is why the TaxDome email integration feature lets you send emails to your clients without using Gmail or any third-party app. Syncing your email...

By Mary Cooper

updated 2 days ago

Creating Information Requests

When you are preparing documents for your clients, it is likely that you will have additional questions arise for them. Occasionally you might choose to use email. However email is not secure and information in it is not readily transferred to...

By Mary Cooper

updated 2 days ago

Managing Information Requests

Timely responses to information requests can be very useful in building a good relationship with your customers. Learn how to manage your information requests at TaxDome, including how to view, edit, delete, sort, filter, resolve, and reopen your...

By Mary Cooper

updated about 9 hours ago

Internal Only Notes

As you communicate with the client, 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 internal notes inside of TaxDome. That way, all team...

By Mary Cooper

updated 2 days ago

Deleting a Client

Sometimes, you might need to delete a client that had been created for test purposes or that no longer has anything to do with your firm. If you plan to delete a client, you should keep in mind that it is impossible to undo this action. Once the...

By Mary Cooper

updated 2 days ago