CRM (Basic): Client Account Notes

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

Account notes are intended for your staff only, they are not visible to clients. Store information that you will need to keep in mind while preparing documents inside TaxDome. Link your notes to jobs and tasks for faster access. You can create and review account notes on the go by using TaxDome mobile app.

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

Account notes are intended for your staff only, they are not visible to clients. Store information that you will need to keep in mind while preparing documents inside TaxDome. Link your notes to jobs and tasks for faster access. You can create and review account notes on the go by using TaxDome mobile app.