How To Create Accounts and Contacts in TaxDome

Описание: Accounts and Contact are different entities in TaxDome.
Accounts are the entities that you interact with, be it a business or an individual, or even a family. The contacts are all the contact cards that are in your Rolodex.
You can link Contacts to several Accounts and add Contacts to the existing Accounts.
Flexible levels of access: Grant access to client data only when your team members need it 
https://help.taxdome.com/article/100-....
Find out more about the updating account access via automation & temporary assignments in our Help Center: https://help.taxdome.com/article/194-...
We cover all details of importing contacts as well as described the differences between accounts & contacts in the webinar Getting Started with TaxDome: https://vimeo.com/498339668

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