TaxDome allows you to effortlessly maintain your clients’ personal information. At a quick glance, you can see everything you need to know about a client account on a single well-organized page. Plus, you can easily edit your client’s personal info.
Document
CRM (Basic): Client Account Profiles
TaxDome allows you to effortlessly maintain your clients’ personal information. At a quick glance, you can see everything you need to know about a client account on a single well-organized page. Plus, you can easily edit your client’s personal info.
