Ajouter des comptes clients

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

To create a new account:

1. Click New at the top, then select Account. You can click New on the Accounts page as well.

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. 

4. Click Create.

Avertissement

Pour les noms et prénoms, évitez d'utiliser des caractères spéciaux qui ne peuvent pas être utilisés dans les noms de répertoires Windows. Par exemple, évitez les signes de ponctuation ou les caractères spéciaux, tels que les deux points (:), les guillemets (”), la barre oblique (/), la barre oblique inverse (), la barre verticale (|), le point d'interrogation ou l'astérisque (*). Sinon, vous ne pourrez pas accéder à vos fichiers via le TaxDome conduire.

Below, find out more about the numbered items in the New account sidebar.

Étape 1. Informations sur le compte

Le compte est une entité avec laquelle vous interagissez. Sélectionnez son type et certains paramètres pour votre nouveau compte.

a. Type de client : Si votre client est une entreprise, sélectionnez « Société » . S'il s'agit d'une personne ou d'une famille, sélectionnez « Particulier » .

b. Nom du compte : ce nom sera affiché sur la page Clients . Si vous laissez ce champ vide, il sera généré à partir du prénom et du nom du contact (ou du nom de l'entreprise en cas de création d'un compte entreprise).

c. Nom de l'entreprise : ce champ s'affiche uniquement lorsque vous sélectionnez « Type d'entreprise » . Il sera utilisé comme nom de compte par défaut. 

d. Address: Enter the full address of the account.

e. Tags: Assign tags to categorize accounts. Here’s more about tags .

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

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

h. Custom fields: If you have created custom fields for your accounts, they’re displayed here. Here you can learn about adding your own custom CRM fields .

Étape 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.

a.  Link contacts: 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 out the fields below to add a new contact.

b. Create contact: Create more contacts for this account.

c. Contact info: Enter client’s first and last name. Contact name is generated automatically using the default name format.

d. Email: A client won’t be able to access their portal unless their contact info includes their email address. 

e. Control access to the account for each contact by using the toggles (can be done later in bulk or individually ):

• Connexion : Lorsqu'elle est activée, le contact peut accéder au TaxDome Portail client pour accéder au compte. Vous pouvez activer la connexion , mais vous pouvez inviter les clients ultérieurement (voir la section « Ajouter un accès au portail » ci-dessous).

• Notify: When toggled on, the contact receives all system notifications (e.g., 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 .

• Email 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. 

f. Primary phone number: The client’s primary phone number. 

g. Address: Add the full address of the contact to ensure it is organized and easy to find.

h. Tags: Assign tags to categorize contacts. Here’s more about tags .

i. Custom fields: If you have created custom fields for your contacts, they’re displayed here. Learn how to add custom CRM fields .

j. Create: Click the button to create the account.

Acounts can be created by a firm owner, admin or any employee with access rights to manage accounts.  

Suivez ces étapes:

1. Start the uploading process in one of the ways described in Windows app: upload documents . Then, select the Create new account link at the bottom of the selection field.

2. Select the account type (individual or company) and fill the name fields.

   

3. In the Link contacts field, either link an existing contact or create a new contact by clicking Add contact at the bottom of the window: enter the first, last and contact name of the person associated with the account, then add their email and click Add.

4. Click Create.

Avertissement

For first and last names, avoid using special characters that can’t be used in Windows directory names. For example, avoid using punctuation marks or special characters, such as the colon (:), double quote (”), forward slash (/), backslash (), vertical bar or pipe (|), question mark or asterisk (*). If your folder names contain special characters, you won’t be able to access your files via the TaxDome drive.