Windows App: Create accounts and contacts

Create client accounts and contacts while uploading documents in the TaxDome Windows application. Or link existing clients to newly created accounts. 

This could be done by a firm owner, admin or any employee with
access rights to manage accounts. 

Follow these steps:

1. Start the uploading process in one of the ways described in
Windows app: upload documents. Then, select the CREATE NEW ACCOUNT link at the bottom of the selection field.

2. Select the account type (individual or company) and fill the name fields.

Create client accounts and contacts while uploading documents in the TaxDome Windows application. Or link existing clients to newly created accounts. 

This could be done by a firm owner, admin or any employee with
access rights to manage accounts. 

Follow these steps:

1. Start the uploading process in one of the ways described in
Windows app: upload documents. Then, select the CREATE NEW ACCOUNT link at the bottom of the selection field.

2. Select the account type (individual or company) and fill the name fields.