If you have a huge client list and you hardly imagine moving it to our system, then use our free assistance. We’ll be happy to transfer your clients to the TaxDome portal.
Follow these steps:
1. Go to Settings, then Firm Settings. In the Editor Access pane, toggle on Allow Support Team to Log In with Owner-like permissions, then click Save.
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Assistance: I Want You to Help With Clients Import
If you have a huge client list and you hardly imagine moving it to our system, then use our free assistance. We’ll be happy to transfer your clients to the TaxDome portal.
Follow these steps:
1. Go to Settings, then Firm Settings. In the Editor Access pane, toggle on Allow Support Team to Log In with Owner-like permissions, then click Save.
