CRM Contact List (Basic): Edit, Export, Search, Delete

Contacts are the individuals you interact with on TaxDome—and essential for clients who log on to the portal. The feature allows you to not only store the details of clients and their family members but also of coworkers, prospective clients, and business partners. Here, we show you how to maximize your use of Contacts.

Contacts are the individuals you interact with on TaxDome—and essential for clients who log on to the portal. The feature allows you to not only store the details of clients and their family members but also of coworkers, prospective clients, and business partners. Here, we show you how to maximize your use of Contacts.