CRM (Basic): Account IDs and Statuses

IDs help you quickly find an account and tell whether it’s active or not. When you add a client to TaxDome, their account is automatically given a unique ID code (one or two letters followed by a number, such as V1, WW1 or JG2).

IDs help you quickly find an account and tell whether it’s active or not. When you add a client to TaxDome, their account is automatically given a unique ID code (one or two letters followed by a number, such as V1, WW1 or JG2).