CRM (Basic): Account IDs and Statuses

IDs help you quickly find an account and tell whether it’s active or not. When you add a client to TaxDome, their account is automatically given a unique ID code (one or two letters followed by a number, such as  V1, WW1 or JG2)

Covered here: 

Account IDs

Account IDs are especially helpful when you have several clients with the same name. For example, a family may use separate accounts for Mary Smith (mother), Michael J. Smith (son), Mike & Mary Smith (parents), Mike Smith & Sons (family business), and Mike Smith Partnership; it’s much easier to tell all of those apart with short account IDs.

You’ll see them in the ID column of your client account list

 On the TaxDome Pro plan, you can also choose to display account IDs on job cards inside your pipelines

If you know the ID, you can also use it to quickly search for a client account.

IDs are automatically generated whenever a new client account is added to TaxDome:

  • IDs for manually added client accounts = first letter of the account name + a number that makes the entire combination unique.
  • IDs for imported personal accounts = first letter of client’s first name + first letter of their last name + a number that makes the entire combination unique.

Account Statuses

IDs also show whether an account's status is active (users log in to the client portal) or offline. Statuses are color-coded so you can see them at a quick glance in your accounts list: 

Green means the client account is active. The account has at least one user that can log on. Accounts pending activation appear active too (for more details about this, go here).

Beige means the client account is offline. The account exists on TaxDome but does not have users that can log on. Go here to learn more about adding portal access to a client account by toggling on LOGIN.

To learn more about filtering your clients by login status, go here

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