CRM (Basic): Contacts & Accounts

What are Contacts and what are Accounts? How do you set up your accounts and make them as convenient as possible? Let’s find out.

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

What are Contacts and what are Accounts? How do you set up your accounts and make them as convenient as possible? Let’s find out.

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