How To Create Accounts and Contacts

Accounts and Contact are different entities in TaxDome.

Accounts are the entities that you interact with, be it a business or an individual, or even a family. The contacts are all the contact cards that are in your Rolodex.
You can link Contacts to several Accounts and add Contacts to the existing Accounts.
Flexible levels of access: Grant access to client data only when your team members need it
Find out more about updating account access via automation & temporary assignments in our Help Center
We cover all details of importing contacts as well as describe the differences between accounts & contacts in the webinar Getting Started with TaxDome 

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

If you haven’t heard of TaxDome, join our daily demo to see automations in action.

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.

Accounts and Contact are different entities in TaxDome.

Accounts are the entities that you interact with, be it a business or an individual, or even a family. The contacts are all the contact cards that are in your Rolodex.
You can link Contacts to several Accounts and add Contacts to the existing Accounts.
Flexible levels of access: Grant access to client data only when your team members need it
Find out more about updating account access via automation & temporary assignments in our Help Center
We cover all details of importing contacts as well as describe the differences between accounts & contacts in the webinar Getting Started with TaxDome 

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

If you haven’t heard of TaxDome, join our daily demo to see automations in action.

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.