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![CRM (Basic): Link Contacts to Accounts](https://taxdome.imgix.net/2023/01/file-hzWBjIhW0t.gif?auto=compress%2Cformat&fit=scale&h=478&ixlib=php-3.3.1&w=1024&wpsize=large&s=d4339920007ac06a5f32df9b5a6d4e1d)
Though linking contacts to accounts is optional, we recommend it. A client won’t have portal access unless a contact for them with their email address is linked to their account.
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CRM (Basic): Link Contacts to Accounts
Though linking contacts to accounts is optional, we recommend it. A client won’t have portal access unless a contact for them with their email address is linked to their account.