Perfil del cliente
Learn how to manage all aspects of client profiles in TaxDome
Perfiles de cuentas de clientes
View and manage all client account info in one place—documents, contacts, jobs, tasks, and more.
Contact settings (login, notify, email sync, signatory)
Gestiona el acceso al portal, las notificaciones y la sincronización del correo electrónico de cada contacto.
Direcciones de correo electrónico no vinculadas
Fix unlinked emails in TaxDome by linking them to contacts, revoking access, or deleting.
cargar foto del cliente
Help client to upload photo to their portal.