Clients

Reference for client accounts and profiles.

Unlinked email addresses

Fix unlinked emails in TaxDome by linking them to contacts, revoking access, or deleting.

View and manage all client account info in one place—documents, contacts, jobs, tasks, and more.

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

Field reference for the Overview page of the client account profile—account details, contacts, jobs, communication, billing, and activity.

Field reference for the Info page of the client account profile—account info, roles, settings, and linked contacts.

Discover all features available to clients without portal access (paying invoices, etc.)