Add clients
Add contacts and accounts, link them, manage access, use tags, bulk actions, and notes.
Contacts and accounts explained
The difference between contacts and accounts in TaxDome, and how to set them up.
Add client accounts
Create manually or in bulk, link to contacts, and set up key details.
Add and manage contacts
Manage contacts by adding them manually or in bulk, editing details, and deleting entries.
Link contacts to accounts
How contacts and client accounts work altogether.
Contact settings (login, notify, email sync, signatory)
Manage portal access, notifications, and email sync for each contact’s email.
Invite clients
Learn how to grant and manage client portal access when you are ready.
Merge duplicate contacts
Identify and merge duplicate contacts in TaxDome automatically or manually.
Update account info in bulk via import
Update CRM fields, assign team members or roles, and apply tags to existing accounts in bulk.
Import contacts from your email application
Transfer contacts from your email application to TaxDome.