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 your accounts a breeze by placing all your clients’ important documents and action items at your fingertips. The first step is to add your clients to TaxDome, either one by...

Avatar

By Mary Cooper

updated 8 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...

Avatar

By Mary Cooper

updated 9 days ago

Account List

Goodbye, desktop Excel, and hello, cloud-based account list! On TaxDome, an organized, filterable account list keeps your clients at your fingertips. Plus, our integrated list allows you to quickly...

Avatar

By Mary Cooper

updated 36 minutes ago

Using Contacts

Our Contacts feature lets you add the names, telephone numbers, and email and street addresses of people as well as companies—and y ou can include notes about each contact and use tags to...

Avatar

By Mary Cooper

updated 8 days ago

Integration With Zapier

Thanks to Zapier integration, you can synchronize TaxDome contacts with your favorite applications so that your data always stays relevant without doing a double-entry in various systems . And...

Avatar

By Mary Cooper

updated 7 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...

Avatar

By Mary Cooper

updated about 1 month ago

Client Profile Overview

TaxDome allows you to effortlessly maintain your clients’ personal information. At a quick glance, you can see everything you need to know about a client account on a single organized page,...

Avatar

By Mary Cooper

updated 9 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.  For instance, if a client runs a company, several employees might need to have access to the account. Or if...

Avatar

By Mary Cooper

updated 29 days ago

Customizable Organizers

An organizer provides the client with a series of questions that help minimize the back-and-forth between you and facilitate your work—a time-saver for all. TaxDome lets you create as many custom...

Avatar

By Mary Cooper

updated 15 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...

Avatar

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...

Avatar

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...

Avatar

By Mary Cooper

updated about 2 months ago

Contracts

A Contract,  such as an engagement letter or proposal, is used to define the scope of an engagement between a firm and a client. You can have as many contract templates for different uses...

Avatar

By Mary Cooper

updated about 1 hour ago

Custom CRM Fields

Although you have predesigned CRM fields for your contacts, you also have the option to create some of your own both for your accounts and contacts. For instance, you can add ones to keep important...

Avatar

By Mary Cooper

updated 7 days ago