Client account Overview page reference
Table of Contents
This article breaks down every field and section on the Overview page of the client account profile : the Account section, and the Overview section’s six tabs—Client to-do’s, Jobs & tasks, Communication, Docs, Billing, and Activity.
Note
What you see depends on your access rights and system role . Team members without access to billing don’t see the Billing tab, and the Docs tab shows only the folders you have access to. If a section you expect isn’t there, ask your firm owner or admin.
Account overview
The Overview page is organized into two sections: Account and Overview.
Account section
The Account section shows key account information, including account notes, roles, contact information, and other settings.
Tip
Click the arrow next to a block’s title—like Notes—to collapse it. TaxDome remembers your choice, so the block stays collapsed the next time you open any client account.| Element | Description |
|---|---|
| a. Account header | Shows when the client last logged in and lets you follow or unfollow the account . |
| b. Notes | Account notes displaying the most recent at the top and a pinned note displayed first, if one exists. Click a note to edit it or pin it. You can also create a new note or view all existing notes for the account. |
| c. Tags & custom fields | Provides a quick overview of tags, team members, and account custom field values. Click View to view more details on the Info page. |
| d. Account roles | Shows the account roles and the team members allocated to each role. Click View all to view more details on the Info page. |
| e. Contacts | Shows the contacts linked to the account, along with their primary phone, email, last login, and contact settings (login, notify, email sync, signatory). Click View all to see all contacts and their details on the Info page. |
Overview section
The Overview section groups the account’s information—to-do’s, jobs, communication, docs, billing, and activity—into separate tabs. Each tab also shows a badge with the number of items it contains—red on Jobs & tasks, green on Docs, and gray on Client to-do’s.
Tip
Click the pin icon
to move a tab to the front and set it as your default view on every client account. You can pin one tab at a time. | Tab | Description |
|---|---|
| a. Client to-do’s | At the top, you can see Pending—everything waiting on the client. Columns shown are Type, Name, Action (what the client needs to do), and Modified (when the item was last updated). Click the item’s name to open it. Pending covers:
At the bottom, you can see Recently completed—items the client has already processed. Once an item is completed, it leaves Pending and appears here, so you can scan everything the client has recently done in one list instead of checking documents, organizers, invoices, and chats separately. |
| Tab | Description |
|---|---|
| b. Jobs & tasks | Work that requires action from your team. Active jobs displays up to 5 in-progress jobs with their pipeline, stage, status, internal deadline, and due date. Active tasks lists up to 5 tasks with their linked job, assignee, status, priority, and due date. Completed jobs and Completed tasks show the same details for up to 5 jobs and tasks that have already been finished, with a completion date in place of the due date. |
| Tab | Description |
|---|---|
| c. Communication | The 10 most recent chat, email, and SMS messages combined, with Type, Subject, Message preview, and Date columns, most recent at the top. |
| Tab | Description |
|---|---|
| d. Docs | Shows the account’s Recent uploads, with counts for Pending signature, Partially signed, and the Last signed document at the top. Each row shows the document’s name, status, tags, and when it was last modified, along with an icon indicating the document’s access level. Hover over the icon to see its description. |
| Tab | Description |
|---|---|
| e. Billing | Displays billing information such as:
|
| Tab | Description |
|---|---|
| f. Activity | The most recent system events related to the account, shown as Type, Item, Action, and Date columns—such as invoice status changes, proposal reminders and views, and email notifications sent. Unlike Recently completed, which lists only items the client acted on, Activity logs all system events on the account, including reminders and notifications sent by your firm. |
Customization
Your customizations are saved to your own account and apply to every client account you open. Other team members set up their own.
- Set your default tab: In the Overview section, click the pin icon in a tab’s header to move it to the front. That tab also becomes the one you land on whenever you open an account. Only one tab can be pinned at a time—pinning another tab unpins this one, which returns to its original position.
- Collapse what you don’t use: In both the Account and Overview sections, click the arrow next to a block’s title to collapse it. TaxDome remembers your choice, so the block stays collapsed on every account until you expand it again.
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