CRM & Client portal
Intro to clients, contacts, accounts, and client portal basics in TaxDome.
Add & organize clients
Add and organize your client accounts, contacts, and data in TaxDome.
Contacts and accounts explained
The difference between contacts and accounts in TaxDome, and how to set them up.
Custom fields explained
How custom fields help you to store, manage, and personalize client data.
Client mobile app (Android and iOS)
Help clients react to your requests faster with the TaxDome Client portal mobile app.