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CRM & Clients

Manage your customers on TaxDome. Contracts, organizers, emails, and more available

  • CRM (Basic): Add Client Accounts
  • CRM (Basic): Export a Client List From Your Current Software
  • CRM (Basic): Import a Client List
  • CRM Account List (Basic): Filter, Export, Pending Activation
  • CRM (Basic): Apply Bulk Actions
  • CRM Contact List (Basic): Edit, Export, Search, Delete
  • CRM (Advanced): Custom Fields
  • CRM (Basic): Portal Access, Notifications, Email Sync
  • CRM (Basic): Create & Apply Tags
  • CRM (Basic): Client Account Profiles
  • CRM (Basic): Client Account Notes
  • CRM (Basic): Introduce TaxDome to Clients
  • CRM (Basic): Delete & Archive Accounts
  • CRM (Basic): See a Client Account in Read-Only View
  • CRM (Advanced): Reset a Client’s Password
  • CRM (Basic): Link Contacts to Accounts
  • CRM (Advanced): Customize, Use & Remove the Client Portal Sign-Up Link
  • CRM (Advanced): Import Contacts From Your Email Application
  • CRM (Basic): Add Contacts
  • CRM (Advanced): Merge Duplicate Contacts
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