🔥 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

Mobile App: How to Call a Client

Mobile App: How to Call a Client
1 Min

Call contacts from your default calling app. Access the contact info screen either from the Contacts list or from the Accounts screen. Tap Call, then choose the app you want to use. Select the Remember my choice checkbox to make it the default calling app. The number field automatically populates with the phone number specified in the contact’s details.

Read more

Document

Mobile App: How to Call a Client

Call contacts from your default calling app. Access the contact info screen either from the Contacts list or from the Accounts screen. Tap Call, then choose the app you want to use. Select the Remember my choice checkbox to make it the default calling app. The number field automatically populates with the phone number specified in the contact’s details.