🔥 What your clients want you to know: insights from 1,000 taxpayers. Read the Industry report

🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more

TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Document

CRM (Basic): Delete & Archive Accounts

CRM (Basic): Delete & Archive Accounts
3 Min

You may want to keep an account to have access to its contents but no longer see it in your account list. Or you may want to delete it altogether. Here, we explain how to do either.

Read more

Document

CRM (Basic): Delete & Archive Accounts

You may want to keep an account to have access to its contents but no longer see it in your account list. Or you may want to delete it altogether. Here, we explain how to do either.