CRM (Basic): Add Client Accounts

Add your clients to TaxDome one at a time or in batches. Clients can also register on their own by going to their TaxDome portal.

Covered here:

• Creating client accounts
• Linking contacts while adding accounts
• Adding portal access to accounts
• How to toggle off your portal sign-up link
• Viewing pending activations and resending invitations
• How do I know when new clients have registered on TaxDome?

Add your clients to TaxDome one at a time or in batches. Clients can also register on their own by going to their TaxDome portal.

Covered here:

• Creating client accounts
• Linking contacts while adding accounts
• Adding portal access to accounts
• How to toggle off your portal sign-up link
• Viewing pending activations and resending invitations
• How do I know when new clients have registered on TaxDome?