Persistent Filters

Now when you filter your account list, it will remain filtered until you click the Reset button.
Even if you left the page, you’ll see the list of filtered accounts when you open Clients next time.
You and your team members can have different filters applied and they won’t overlap.

Master your TaxDome knowledge with special courses in our Academy: https://academy.taxdome.com/

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

Now when you filter your account list, it will remain filtered until you click the Reset button.
Even if you left the page, you’ll see the list of filtered accounts when you open Clients next time.
You and your team members can have different filters applied and they won’t overlap.

Master your TaxDome knowledge with special courses in our Academy: https://academy.taxdome.com/

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