Differences Between Contacts & Accounts in TaxDome

In TaxDome, clients are separated by Accounts and Contacts.
Accounts are the entities that you interact with, be it a business or an individual, or even a family. For example, Acme Corp hired you to do payroll for them.
Contacts are all the people you interact with, like a phone book. For example, you prepare form 8879 for a married couple – George and Nancy Smith – these are two contacts.
The Account-Contact system gives you flexibility in how you interact with clients: You might be doing form 8879 for George Smith, who is also the CEO of Acme Corp. Same contact person, different projects you get paid for.

Read more about TaxDome contacts and accounts in our Help Center:

How to link contacts to accounts: https://help.taxdome.com/article/223-how-to-link-contacts-to-accounts
Contacts: how to add, merge, export, and delete: https://help.taxdome.com/article/125-contacts-how-to-add-merge-duplicates-export-and-delete

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