Client account profiles
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TaxDome allows you to maintain your clients’ personal information effortlessly. At a quick glance, you can see everything you need to know about a client account on a single, well-organized page. Plus, you can easily edit your client’s personal info.
Access account information
Access to a client’s profile is available to firm owner, admin, and any employee assigned to work on that client’s account or who has been given access rights to view all accounts .
To access a client’s profile, click on the search icon at the top of the left menu bar, then type the name of the client or part of their email in the search field.
You can also access an account by navigating to Clients from the left menu bar and then clicking on the client’s name in the list.
You’ll always know whose client profile you are in because you’ll see the account name on the left side of the menu bar.
Once you’re in an account, its profile has two pages—Overview and Info.
Overview page
The redesigned client account profile’s Overview page is organized into two areas:
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The Account section shows notes, tags, custom fields, account roles, and contacts
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The Overview section groups the account’s to-do’s, jobs, communication, documents, billing, and activity into six tabs, so you can check pending client to-do’s, track active jobs and tasks, access documents, review recent communication, and see billing and activity, all at a glance
You can pin one tab to open it by default and collapse blocks you don’t use, and your choices apply across every client account you open. See Client account Overview page reference for a detailed description of all fields and settings.
Find what moved
If you used the Overview page before the redesign, here’s where things are now.
| What you’re looking for | Where it is now |
|---|---|
| Account notes | Account section, top of the page |
| Contact phone and email | Account section, Contacts block |
| Documents awaiting signature | Client to-do’s tab |
| Organizers not yet submitted | Client to-do’s tab |
| Unpaid and overdue invoices | Client to-do’s tab, and the Billing tab |
| What the client has already done | Client to-do’s tab, Recently completed |
| Active jobs and their pipeline stage | Jobs & tasks tab |
| Completed jobs and tasks | Jobs & tasks tab, below active work |
| Linked accounts | Info page |
Info page
On the Info page, you can edit account details:
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The Account info section covers the account’s name, type, address, tags, and team members
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The Contacts section manages linked contacts and their portal settings, like login and notification access
You can also archive the account from here. See Client account Info page reference for a detailed description of all fields and settings.
Edit account info
A firm owner, admin, or any employee who has been given access rights to manage accounts can edit account info.
To do so, go to the Info tab of the client’s profile, then click Edit to the right of Account info.
From here you can:
- Archive account.
- Change the account type.
- Change the account name.
- Assign/delete tags to the account.
- Add/remove team members who have access to the account.
- Edit address.
- Fill out account custom fields.
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