Get assistance with client import

If you have a huge client list and can’t imagine moving it all to TaxDome, we’d be glad to help you transfer your clients to the portal.

Note

This free assistance covers moving your client list into TaxDome. If you’d also like guided help setting up pipelines, templates, or workflows, check out our paid onboarding service .

To request this assistance, follow these steps:

1. Go to Settings > Firm settings from the sidebar menu.

2. In the Editor Access section, toggle on Allow support team to log in with owner-like permissions.

3. (Optional) Set the time this permission is valid. By default, access is given for one month, but you can increase or decrease it.

4. Click Save.

5. Complete the TaxDome Import Assistance form to let us know that you’re ready—then we’ll take it from there in up to five business days.

Your TaxDome support person will be able to view and edit data in these sections of your firm’s portal:

• Insights

• New button (create any item via this button)

• Invoices, Payments, Time Entries

• Clients (Accounts, Contacts)

• Workflow (Pipelines, Jobs, Tasks)

• Inbox+ (To Do, Archived)

• Settings (My account, Firm settings, Team & Plans, Integrations, Firm balance (audit trail only), Tags, Templates, Pipelines, Site, Custom Fields)

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