Notas de la cuenta del cliente

Account notes are intended for your staff only, they are not visible to clients. Store information that you will need to keep in mind while preparing documents inside TaxDome. Link your notes to jobs and tasks for faster access.

Client account notes, explained

Client account notes provide a centralized location within each client’s account to store internal information that your team needs to reference while working. Unlike client-facing communication tools, notes are visible only to your team members with appropriate permissions. They could be accessed either via the Overview or Notes tab of client’s profile.

When to use account notes:

• Store client preferences and requirements: Document communication preferences, preferred contact methods, specific formatting requirements, or service delivery instructions that team members should remember.
• Track account-specific details: Record information about the client’s business structure, key contacts, important dates, or historical context that helps your team provide better service.
• Maintain reference information: Keep login credentials, third-party system access details, or technical specifications that multiple team members may need.
• Document special circumstances: Note any unique situations, exceptions to standard processes, or considerations that should be kept in mind during service delivery.

Notes vs. other team communication tools

• Notes remain with the account permanently, providing consistent reference across all jobs and services.
• Internal messages in client chats are best for quick, context-specific discussions within a conversation thread, while notes provide long-term reference information that applies to the entire account.
• Job comments stay within a specific job and are only visible there, while notes can be linked to multiple jobs and tasks across the account.
• Team chats are designed for back-and-forth communication with team members, while notes are strictly internal documentation.

Crear notas

Web Móvil

A note can be created by a firm owner and admin. It can also be created by an employee who is either assigned to the account or has granted the View all accounts permission .

Para crear una nueva nota:

1. Click on the New button in the Sidebar, select Note. Alternatively, from the account’s Overview page, go to the Notes section and click Add note.

2. Enter a title for your note in the title field, then write your note content below. You can use text formatting, emoji, bullets, numbered lists, and also insert links. You can also mention your team members to get them notified of the note content.

3. Click Save to add the note.

Si intentas salir de la página páginaNotas sin hacer clic en Guardar, te avisaremos. Haz clic en Cancelar en la ventana emergente del aviso y, a continuación, guarda tu nota. Por favor, no selecciones la casilla Evitar que esta página cree diálogos adicionales. De lo contrario, no podrás recibir este tipo de alertas en el futuro.

Consejo

Utilizar mensajes internos en los chats para una comunicación rápida en equipo sobre temas concretos. A diferencia de las notas para consulta a largo plazo, que pueden vincularse a tareas o trabajos, los mensajes internos son adecuados cuando necesitas hablar de algo con tu equipo directamente en el contexto de un chat.

Go to the Accounts and tap on the account you need. Find the Notes tab and tap the New Note button there. You can mention your team members in notes using the @ symbol.

Archive/delete notes

Todas las notas pueden estar activas o archivadas. Todas las notas creadas se muestran en la pestaña pestañaActiva. Cuando ya no necesites la nota, puedes transferirla al archivo haciendo clic en el icono Mover al archivo.

You can also restore the note by clicking the Move to active link in the Archived tab.

Para borrar una nota, primero tienes que moverla al archivo. A continuación, ve a la pestaña pestañaArchivados, haz clic en Eliminar y confirma la eliminación.

Pin notes

You can pin up to three notes to always display them at the top of the list by clicking the Pin icon. Pinned notes are highlighted for easy visibility. This is helpful for notes you often refer to or important information you need quick access to.

Search and filter notes

Use the search and filter options in the Notes tab to quickly find specific notes.

To search notes, enter keywords in the search field. The search looks through note titles and content.

To filter notes, use the filter options to view notes by date created, date updated, or created by team member. Plus, you can save any of your selections as filter presets for later use—and even share them with your team. Read more about TaxDome filters .

Editar notas

Web Móvil

To make changes to a note, click the Edit icon in the Notes tab or click the note from the account’s Overview page. Make your changes, then click Save.

To edit a note created by another team member, an employee must have Manage accounts permission . 

From the Notes tab of the account, you can edit existing notes—plus view, archive, or pin them to the top of your list. All changes are saved automatically.

Vincular notas a tareas

La vinculación de notas a tareas le ayuda a asegurarse de que todos los datos importantes están a mano. Por ejemplo, si tiene información sobre las cuentas bancarias de un cliente almacenada en notas de cuenta, puede vincular esta nota a la tarea de conciliación de cuentas.

1. Pulsa el enlace Enlazar notas de cuenta en la parte superior de la ventana de creación o edición de la tarea. Como las notas son específicas de cada cuenta, no puedes acceder a esta opción si estás creando una tarea para dos o más cuentas.

2. Elige la(s) nota(s). Puedes vincular cualquier nota que se haya creado previamente para la cuenta del cliente. Una tarea puede tener cualquier número de notas vinculadas.

Una vez vinculadas las notas, podrás verlas en la sección Secciónde notas de la cuenta. Pulsa el icono de la cruz para desvincular las notas innecesarias.

Vincular notas a trabajos

Linking notes to jobs helps make them immediately available in your workflow when needed. Notes can be linked to jobs by a firm owner or any team member who is either assigned to the account or has granted the View all accounts permission .

1. haz click en el trabajo para expandir el cuadro de trabajo , haz clic en Enlace en la parte superior y, a continuación, selecciona Notas en el desplegable.

2. Elige la(s) nota(s). Puedes vincular cualquier nota que se haya creado previamente para la cuenta del cliente. Un trabajo puede tener cualquier número de notas vinculadas.

Una vez vinculadas las notas, puedes verlas en la sección secciónNotas del cuadro de trabajo expandido. Haz clic en el icono de la cruz para desvincular las notas innecesarias.

Nota

Notes are different from job comments . Job comments are created inside a job and are visible only inside it. Unlike them, notes are created inside an account and could be linked to any number of jobs for this account.

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