Importing Account Fields and Updating Existing Accounts Info

Now it’s possible to import custom account fields and update your existing accounts’ information, all during the same contact import process.
All you need to do is create columns importing a CSV file with data you want to bring to TaxDome and link it to either Contacts or Accounts.

To learn more about the TaxDome Import tool, visit our Help Center: https://help.taxdome.com/article/122-import

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​.

Now it’s possible to import custom account fields and update your existing accounts’ information, all during the same contact import process.
All you need to do is create columns importing a CSV file with data you want to bring to TaxDome and link it to either Contacts or Accounts.

To learn more about the TaxDome Import tool, visit our Help Center: https://help.taxdome.com/article/122-import

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​.