How to Import Clients into TaxDome

Export clients from your current software, any tax software, or create a new client base list
If you need help with importing clients, just fill in the form, and we’ll be glad to help: https://673csusg.paperform.co/.

Find out more about the importing process in our Help Center

Import and map your clients: https://help.taxdome.com/article/122-import
Adding client accounts: https://help.taxdome.com/article/100-adding-accounts
How to add, merge, export, and delete contacts: https://help.taxdome.com/article/125-contacts-how-to-add-merge-duplicates-export-and-delete
Team member access rights: https://help.taxdome.com/article/193-team-member-access-rights
How to sync your email with TaxDome: https://help.taxdome.com/article/102-how-to-sync-your-email-with-taxdome
How to export your client list from your current software: https://help.taxdome.com/article/121-how-to-export-your-client-list-from-your-current-software

Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.

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

Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm

Export clients from your current software, any tax software, or create a new client base list
If you need help with importing clients, just fill in the form, and we’ll be glad to help: https://673csusg.paperform.co/.

Find out more about the importing process in our Help Center

Import and map your clients: https://help.taxdome.com/article/122-import
Adding client accounts: https://help.taxdome.com/article/100-adding-accounts
How to add, merge, export, and delete contacts: https://help.taxdome.com/article/125-contacts-how-to-add-merge-duplicates-export-and-delete
Team member access rights: https://help.taxdome.com/article/193-team-member-access-rights
How to sync your email with TaxDome: https://help.taxdome.com/article/102-how-to-sync-your-email-with-taxdome
How to export your client list from your current software: https://help.taxdome.com/article/121-how-to-export-your-client-list-from-your-current-software

Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.

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

Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm