Accounts & contatti
Aggiungi contatti e accounts , collegarli, gestire l'accesso, utilizzare tag , azioni in blocco e note.
Contacts & accounts
The difference between contacts and accounts in TaxDome, and how to set them up.
Aggiungi cliente accounts
Create manually or in bulk, link to contacts, and set up key details.
Add, edit, delete contacts
Manage contacts by adding them manually or in bulk, editing details, and deleting entries.
Invita i clienti
Learn how to grant and manage client portal access when you are ready.
Account nome, tipo, ID , E stato
How account names, types, IDs, and statuses help you identify, organize, and manage client accounts.
Lavora con il cliente account lista
Manage, customize, search, and filter your account list.
Bulk actions for Accounts
Learn how to manage multiple client accounts in TaxDome at once.
Work with contact list
View, search, filter, edit, and manage your contact list.
Unisci i contatti duplicati
Identify and merge duplicate contacts in TaxDome automatically or manually.
Cliente account appunti
Create, manage internal client account notes, link them to jobs and tasks.
Collega i contatti a accounts
How contacts and client accounts work altogether.
Vedi cliente account in visualizzazione di sola lettura
Understand client experience without making changes.
Elimina e archivia accounts
Client di archivio accounts per conservare i propri dati o cancellare quelli archiviati accounts in modo permanente se non più necessario.
Reimposta la password del cliente
Send a reset link from client account profile.
Contact name formatting
Customize the default format for displaying contact names in TaxDome.