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

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