アカウントと連絡先

連絡先やアカウントの追加、リンク、アクセス管理、タグの使用、一括アクション、メモ。

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.

TaxDome 複数のクライアントアカウントを一度に管理する方法をご紹介します。

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.

クライアントアカウントをアーカイブしてデータを保持したり、アーカイブしたアカウントが不要になった場合は永久に削除することができます。

Send a reset link from client account profile.

Customize the default format for displaying contact names in TaxDome.