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Featured Article
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
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo.
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars.
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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
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo.
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars.
