With Log in as account feature, you can experience TaxDome from the client account’s side—say, you can see what steps they must take to pay a bill or download a document. This can be very helpful whenever you need to help them troubleshoot.
Document
CRM (Basic): See a Client Account in Read-Only View
With Log in as account feature, you can experience TaxDome from the client account’s side—say, you can see what steps they must take to pay a bill or download a document. This can be very helpful whenever you need to help them troubleshoot.
