CRM & Clients
Manage your customers on TaxDome. Contracts, organizers, emails, and more available
- CRM (Basic): Add Client Accounts
- CRM (Basic): Export a Client List From Your Current Software
- CRM (Basic): Import a Client List
- CRM Account List (Basic): Filter, Export, Pending Activation
- CRM (Basic): Apply Bulk Actions
- CRM Contact List (Basic): Edit, Export, Search, Delete
- CRM (Advanced): Custom Fields
- CRM (Basic): Portal Access, Notifications, Email Sync
- CRM (Basic): Create & Apply Tags
- CRM (Basic): Client Account Profiles
- CRM (Basic): Client Account Notes
- CRM (Basic): Introduce TaxDome to Clients
- CRM (Basic): Delete & Archive Accounts
- CRM (Basic): See a Client Account in Read-Only View
- CRM (Advanced): Reset a Client’s Password
- CRM (Basic): Link Contacts to Accounts
- CRM (Advanced): Customize, Use & Remove the Client Portal Sign-Up Link
- CRM (Advanced): Import Contacts From Your Email Application
- CRM (Basic): Add Contacts
- CRM (Advanced): Merge Duplicate Contacts