CRM & Clients

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

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,...

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By Mary Cooper

updated 3 days 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 3 days ago

Using Client & Task Tags

Tags help you filter your clients, 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 and make...

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By Mary Cooper

updated 28 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 13 days ago

Managing Multiple Logins & Profiles

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 28 days ago

Customizable Organizers

To save time and streamline,firms specializing in tax preparation often use digital organizers to obtain basic and necessary information from clients. An organizer generally resemble a...

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By Mary Cooper

updated about 1 hour 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...

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By Mary Cooper

updated about 1 month 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...

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By Mary Cooper

updated about 1 month 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,...

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By Mary Cooper

updated about 1 month 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...

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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 hours ago

Your Client Portal

Taxdome’s Client Portal allows your clients 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 about 2 months ago