How to Add Portal Access to Client Accounts

Each entity you work with—whether an individual, family, or business—should have one account, but each account might have more than one contact linked to it.

Find out more about setting up login access for your accounts, notifications, client email options, and more: https://help.taxdome.com/article/127-multiple-logins-profile-access

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms taxdome.com/

If you haven’t heard of TaxDome, join our daily demo to see automations in action: 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: taxdome.com/webinars

Each entity you work with—whether an individual, family, or business—should have one account, but each account might have more than one contact linked to it.

Find out more about setting up login access for your accounts, notifications, client email options, and more: https://help.taxdome.com/article/127-multiple-logins-profile-access

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms taxdome.com/

If you haven’t heard of TaxDome, join our daily demo to see automations in action: 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: taxdome.com/webinars