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.
Covered here:
- Accessing Account Information
- Account & Contacts Details
- Editing Account Details
- How to Reset Client’s Password
Accessing Account Information
Access to a client’s profile is available to firm owner, Admin, and any employee assigned to work on that client’s account or who has been given access rights to view all accounts.
To access a client’s profile, click on the search icon at the top of the left sidebar, then type the name of the client or part of their email in the search field.
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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.
Covered here:
- Accessing Account Information
- Account & Contacts Details
- Editing Account Details
- How to Reset Client’s Password
Accessing Account Information
Access to a client’s profile is available to firm owner, Admin, and any employee assigned to work on that client’s account or who has been given access rights to view all accounts.
To access a client’s profile, click on the search icon at the top of the left sidebar, then type the name of the client or part of their email in the search field.
