Client account profiles

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

Access account information

Access to a client’s profile is available to firm owner, admin, and any employee assigned to work on that client’s account or who has been given access rights to view all accounts .

To access a client’s profile, click on the search icon at the top of the left menu bar, then type the name of the client or part of their email in the search field.

You can also access an account by navigating to Clients from the left menu bar and then clicking on the client’s name in the list.

You’ll always know whose client profile you are in because you’ll see the account name on the left side of the menu bar.

Explore client account profile

The client account profile has two main pages: Overview and Info.

Overview page

On the Overview page, you’ll find key account information—like notes, roles, contact information, and other settings—plus everything you need to check pending client to-do’s, track active jobs and tasks, access documents, review recent communication, and see billing and activity, all at a glance. See Client account Overview page reference for a detailed description of all fields and settings.

Info page

On the Info page, you can edit account details—name, type, address, tags, and team members—and manage linked contacts and their portal settings. See Client account Info page reference for a detailed description of all fields and settings.

Edit account info

A firm owner, admin, or any employee who has been given access rights to manage accounts can edit account info.

To do so, go to the Info tab of the client’s profile, then click Edit to the right of Account info.

From here you can:

• Archive account.
• Change the account type.
• Change the account name.
• Assign/delete tags to the account.
• Add/remove team members who have access to the account.
• Edit address.
• Fill out account custom fields.