Cuentas y contactos

Añade contactos y cuentas, vincúlalos, gestiona el acceso, utiliza etiquetas, acciones masivas y notas.

Contacts & accounts

The difference between contacts and accounts in TaxDome, and how to set them up.

Create manually or in bulk, link to contacts, and set up key details.

Manage contacts by adding them manually or in bulk, editing details, and deleting entries.

Learn how to grant and manage client portal access when you are ready.

How account names, types, IDs, and statuses help you identify, organize, and manage client accounts.

Manage, customize, search, and filter your account list.

Learn how to manage multiple client accounts in TaxDome at once.

View, search, filter, edit, and manage your contact list.

Identify and merge duplicate contacts in TaxDome automatically or manually.

Create, manage internal client account notes, link them to jobs and tasks.

How contacts and client accounts work altogether.

Understand client experience without making changes.

Archiva las cuentas de los clientes para conservar sus datos, o elimina permanentemente las cuentas archivadas si ya no las necesitas.

Send a reset link from client account profile.

Customize the default format for displaying contact names in TaxDome.