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Accounts
Account, client account, and client profile are all synonymous. You perform work for a client—whether it’s an individual, a family, a business, a nonprofit, or a trust—who has an account/profile on TaxDome. The account/profile itself is where you communicate with the client and store their data, such as documents, organizers, invoices, payments, etc.
Accounts don’t include emails, contacts do. If you want a client to be able to access their client portal, you link their account with one or more contacts, then turn on the profile access for at least one email.
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TaxDome Dictionary
Accounts
Account, client account, and client profile are all synonymous. You perform work for a client—whether it’s an individual, a family, a business, a nonprofit, or a trust—who has an account/profile on TaxDome. The account/profile itself is where you communicate with the client and store their data, such as documents, organizers, invoices, payments, etc.
Accounts don’t include emails, contacts do. If you want a client to be able to access their client portal, you link their account with one or more contacts, then turn on the profile access for at least one email.
