CRM & Clients
Manage your customers on TaxDome. Contracts, organizers, emails, and more available
- CRM (Basic): Add contacts
- CRM (Advanced): Merge Duplicate Contacts
- CRM (Advanced): Unlinked email addresses
- CRM (Basic): Account Name, Type, ID, and Status
- CRM (Basic): Filters
- Statuses: Overview
- CRM (Basic): Import a CSV file with taxpayer and spouse on one row
- 🏁 Your first week with TaxDome: Onboarding checklist
- CRM (Basic): Upload Client's Photo
- New filters (Basic): Overview
- Windows App: Create accounts and contacts
- Tags (Basic): Create, edit & delete
- CRM (Advanced): Customize client portal
- TaxDome shortcodes
- Custom fields (Advanced): Edit, search, ways to use
- CRM (Advanced): Make Announcements to Your Clients
- Communication: Bulk actions
- Test your setup before going live
- Client actions without login