CRM & Clients
Manage your customers on TaxDome. Contracts, organizers, emails, and more available
- CRM (Basic): Contacts & Accounts
- CRM (Advanced): Unlinked Email Addresses
- CRM (Basic): Account Name, ID and Status
- CRM (Basic): Filter Templates
- Statuses: Overview
- CRM (Basic): Import a CSV File with Taxpayer and Spouse on One Row
- 🏁 Your First Week With TaxDome: Onboarding Checklist