CRM (Basic): Add Client Accounts

pro

For  TaxDome Pro users only. Please switch the tab above to see TaxDome Lite related content.

Add your clients to TaxDome one at a time or in batches. Clients can also register on their own by going to their TaxDome portal.

Covered here:

Creating Client Accounts

A firm owner, Admin, or any employee with access rights to manage accounts can create a new client account.

Follow these steps:

1. Click the + NEW button in your left sidebar, then select Account from the slide-out menu.

2. Select the account type: individual or company, then click Continue

3. On the  Contacts tab, either link the existing contact or create a new one: enter the first and last name of the person associated with an account, then add their email. 

3. Then click  Create. And that’s it!

attention

Attention! For first and last names, avoid using special characters that can’t be used in Windows directory names. For example: Avoid using : (colon); " (double quote); / (forward slash); \ (backslash); | (vertical bar or pipe); ? (question mark); * (asterisk). If you do, you won’t be able to access your files via the TaxDome drive.

Below, find out more about the numbered items in the New account window:

Step 1. Account info 

Account is an entity you interact with. Select its type and some settings for your new account.

1. Client type: If your client is a firm, select Company. If it's a person or a family, select Individual. The difference is that for Company type, you are offered to fill in the company name and company address.

2. Account name: This name will be displayed on the Clients page. If you leave the field empty, it will be generated from the contact's first name and last name (or from a company name in case of creating a company account).

3. Company name: This field is displayed only when you select Company type. This will be used as the account name by default. 

4. Tags: Assign tags to categorize accounts. To learn more about tags, go here.

5. Team members: Give one or more team members access to an account’s details by selecting them from the Team members pull-down list. They’ll then receive a notification. By default, access to an account’s detail is given to the user who creates an account and to all employees with default account access.

6. Folder template: Apply a folder template that contains custom folders and subfolders. If you leave this field empty, a predefined folder structure with Client uploaded documents top-level folder is created. For more details about folder templates, go here.

7. Custom Fields: If you have created custom fields for your accounts, they’re displayed here. To learn how to add your own custom CRM fields, go here.

Step 2. Contacts

The actual people (aka clients) who have accounts on TaxDome are always identified by contacts: that is, a first and last name and email address. You need to add at least one contact to your account - either create a new or link the existing one.

1.  Link Existing Contact: If you want to link an account to the contact that has been already added, click this link, start typing the contact name, then click Add. Otherwise, fill in the fields below to add a new contact.

2. Contact info. Entering clients’ personal details ensure that you will have their details at hand, such personal details, phone number, and street address. For individuals, the first and last name entered here will be used as the account name by default. 

3. Email. A client won’t be able to access their portal unless their contact doesn't include email. 

4. Control access to the account for each contact by using the toggles:

    • LOGIN: When toggled on, the contact can access the TaxDome client portal to get to the account. You can toggle the LOGIN on, but choose to invite the clients later (see the section below).
    • NOTIFY: When toggled on, the contact receives all system notifications (e.g., about new messages, invoices, organizers, etc.), all emails and bulk emails sent to the account from TaxDome, and all emails sent to the account via pipeline automation.
    • SYNC: When toggled on, all emails received from the contact will show in your Inbox+ as well as in the Email tab of the account, and you’ll be able to reply to the contact from TaxDome. All history between your synced email addresses and the contact's email address will automatically populate on TaxDome and can be accessed in the Email tab of the account. 

5.   Custom Fields: If you have created custom fields for your contacts, they’re displayed here. To learn how to add your own custom CRM fields, go here.

6.  Tags: Assign tags to categorize contacts. To learn more about tags, go here.

7.  Create: Click the button to create an account on TaxDome.

Adding Portal Access to Accounts

If you turned on the  LOGIN toggle for the contact's email while creating the account, you will be prompted to invite them using the client portal. 

To add a custom message to the invite, type in the  Personal message field, then click Send 

You can also turn on portal access but choose not to send an invitation right away by clicking Skip; this way, you can work on the account—upload documents, add pipelines, create tasks, and so on—before the contact visits. 

If you didn’t add portal access to accounts while creating them, you can do it at any time:

1. Navigate to the Info tab of the client profile (available once you’ve created an account).

2. If you’ve already linked the account to one or more contacts, you’ll see them in the Contacts section. Turn on the LOGIN toggle next to each contact you want to give portal access to.

3. To add a custom message to your invite, type in the Personalized message field in the pop-up, then click Send.


tip

Note! If one contact is linked to several accounts, you will need to give them portal access to each of those accounts. They will then be able to switch between accounts once they log in.

Once a client receives an email invitation to their TaxDome portal, they will need to activate the account. The client clicks on the link in the email, then creates a password. You can see which clients have not yet activated their accounts and invite them again by navigating to Clients, then selecting the Pending Activation subtab in the Accounts tab.

How to Toggle Off Your Portal Sign-Up Link

Go here.

How Do I Know When New Clients Have Registered on TaxDome?

Once a client sets up a TaxDome account, all team members assigned receive a notification in their Inbox+ and e-mail. Click on the Go to... link to review the new client’s profile.

pro

For  TaxDome Lite users only. Please switch the tab above to see TaxDome Pro related content.

Add your clients to TaxDome one at a time or in batches. Clients can also register on their own by going to their TaxDome portal.

Covered here:

Creating Client Accounts

Follow these steps:

1. Click the  + NEW button in your left sidebar, then select Account from the slide-out menu.

2. Select the account type: individual or company, then click  Continue

3. On the  Contacts tab, either link the existing contact or create a new one: enter the first and last name of the person associated with an account, then add their email. 

3. Then click Create. And that’s it!

attention

Attention! For account names, avoid using special characters that can’t be used in Windows directory names. For example: Avoid using : (colon); " (double quote); / (forward slash); \ (backslash); | (vertical bar or pipe); ? (question mark); * (asterisk). If you do, you won’t be able to access your files via the TaxDome drive.

Below, find out more about the numbered items in the Create client account window:

Step 1. Account info 

Account is an entity you interact with. Select its type and some settings for your new account.

1.  Client type: If your client is a firm, select Company. If it's a person or a family, select Individual. The difference is that for Company type, you are offered to fill in the company name and company address.

2. Account Name: This is what you see in your Accounts list—it is either a company name (for nonpersonal accounts) or a client’s first and last name (for personal accounts).

3. Tags: Assign tags to categorize accounts. To learn more about tags, go here.

4. Folder template: Apply a folder template that contains custom folders and subfolders. If you leave this field empty, a predefined folder structure with Client uploaded documents top-level folder is created. For more details about folder templates, go here.

5. Custom Fields: If you have created custom fields for your accounts, they’re displayed here. To learn how to add your own custom CRM fields, go here.

Step 2. Contacts

The actual people (aka clients) who have accounts on TaxDome are always identified by contacts: that is, a first and last name and email address. You need to add at least one contact to your account - either create a new or link the existing one.

1.  Link Existing Contact: If you want to link an account to the contact that has been already added, click this link, start typing the contact name, then click Add. Otherwise, fill in the fields below to add a new contact.

2. Contact info. Entering clients’ personal details ensure that you will have their details at hand, such personal details, phone number, and street address. For individuals, the first and last name entered here will be used as the account name by default. 

3. Email. A client won’t be able to access their portal unless their contact doesn't include email. 

4. Control access to the account for each contact by using the toggles:

    • LOGIN: When toggled on, the contact can access the TaxDome client portal to get to the account. You can toggle the LOGIN on, but choose to invite the clients later (see the section below).
    • NOTIFY: When toggled on, the contact receives all system notifications (e.g., about new messages, invoices, organizers, etc.), all emails and bulk emails sent to the account from TaxDome.
    • SYNC: When toggled on, all emails received from the contact will show in your Inbox+ as well as in the Email tab of the account, and you’ll be able to reply to the contact from TaxDome. All history between your synced email addresses and the contact's email address will automatically populate on TaxDome and can be accessed in the Email tab of the account. 

5.   Custom Fields: If you have created custom fields for your contacts, they’re displayed here. To learn how to add your own custom CRM fields, go here.

6.  Tags: Assign tags to categorize contacts. To learn more about tags, go here.

7.  Create: Click the button to create an account on TaxDome.

Adding Portal Access to Accounts

If you didn’t add portal access to accounts while creating them, you can do it at any time:

1. Navigate to the Info tab of the client profile (available once you’ve created an account).

2. If you’ve already linked the account to one or more contacts, you’ll see them in the Contacts section. Turn on the LOGIN toggle next to each contact you want to give portal access to.

3. To add a custom message to your invite, type in the Personalized message field in the pop-up, then click Send.

tip

Note! If one contact is linked to several accounts, you will need to give them portal access to each of those accounts. They will then be able to switch between accounts once they log in.

Once a client receives an email invitation to their TaxDome portal, they will need to activate the account. The client clicks on the link in the email, then creates a password. You can see which clients have not yet activated their accounts and invite them again by navigating to Clients, then selecting the Pending Activation subtab in the Accounts tab.

How to Toggle Off Your Portal Sign-Up Link

Go here.

How Do I Know When New Clients Have Registered on TaxDome?

Once a client sets up a TaxDome account, you receive a notification in your Inbox+ and e-mail. Click on the Go to... link to review the new client’s profile.

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