CRM & Client List

CRM & Client List

10 articles in the collection

Collections

Viewing Accounts Pending Activation & Resending Invitations

Once a client’s profile has been created, the system will send them an email requesting that they activate their account. Until the client activates their account and creates a password, the client’s account will be marked as Pending...

By Mary Cooper

updated 9 days ago

Client List

Here's what is covered in this article:Client List OverviewSearching for Clients with Personal InfoFiltering the Client ListSorting the Client ListClient List OverviewClients are your greatest asset, so it’s very important to be able to easily...

By Dionell Cruz

updated 9 days ago

Using Client Tags

You can use tags to help easily filter through your clients. Tags usually contain one to three words and are color coded for quick recognition.Here's what is covered in this article:Creating tagsAssigning tagsFiltering with tags Deleting...

By Dionell Cruz

updated 8 days ago

Client Profile Overview

Here's what is covered in this article:Accessing Client InformationEditing Personal DetailsResetting a PasswordAdding Spouse and ChildrenAccessing Client InformationClient's profile is available for the firm owner as well as for the team members...

By Mary Cooper

updated 3 days ago

Managing Multiple Logins & Profiles

Covered in this article:Adding a User: Allowing a User Access to a Client ProfileRemoving a User: Denying a User Access to a Client ProfileSwitching Between Client ProfilesSome accounts need to be managed by several people. Say, your client runs a...

By Dionell Cruz

updated 8 days ago

Log In as Client

You can use the Log in as Client feature to find out how things look from the client's side and help them with troubleshooting.To access the client profile:Go to Clients, then click the client name in the list. You can also instantly search for...

By Mary Cooper

updated 16 days ago

Sending and Receiving Emails in TaxDome

Even though there are plenty of ways to communicate with a client, email is still the most common. Thanks to the TaxDome email integration feature, you don’t have to use Gmail or any third-party apps.Here's what is covered in this section:How Sync...

By Mary Cooper

updated 1 day ago

Information Requests

What Are Information RequestsHow to See Which Clients Have Open/Unread RequestsCreating New Info RequestsAttaching Files to RequestsManaging Info RequestsSorting the Requests ListEditing the RequestDeleting the RequestViewing the...

By Mary Cooper

updated 7 days ago

Internal Only Notes

As you communicate with the client, you will likely accumulate a variety of information that you need to keep in mind while preparing their documents. You can store such information as internal notes inside TaxDome. That way, all team members...

By Mary Cooper

updated 8 days ago

Deleting the Client

Sometimes, you might need to delete a client that was created for test purposes or no longer has anything to do with your firm. If you are deleting a client, you should keep in mind that this action is not reversible. Once the client's account has...

By Mary Cooper

updated 9 days ago