Email (Basic): Set up email sync

Sync your email account with TaxDome to send emails from the web portal and get a shared inbox for each client. It will keep email communication organized, neat and streamlined. There's no need to create a folder for each individual client or remain cc’d on an email that doesn’t require a response. 

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Email sync, explained

Email sync is the feature needed to send emails from TaxDome. It also lets you receive client messages and automatically assign them to clients' profiles. Once your email is synced with TaxDome, you won’t need to search through your email provider inbox for client messages, which might mix with personal emails. Learn more about email sync in a separate article. 

Tip! Several team members can sync their accounts with one shared mailbox (e.g., support@your-firm.com). 

Sync your email provider

To begin email sync:

1. Click your profile at the top right.

2. Go to Account settings.

3. In the Email sync section, ensure that the email address you want to sync is displayed. Type another email address in the field if you want to change it.   

4. Click  Sync your email.

Depending on the email you use for email sync, you will be presented with different sync options. Select the appropriate option in the list at the right to follow the instructions. 

Note! Proton Mail is unavailable for sync with TaxDome due to their encryption algorithm.

Sync your Gmail account

1. On the opened page, click Sign in with Google.

2. Select your Google account. If you are logged out, you need to specify your email password. If you enabled two-step verification on your Gmail account, you will be asked for the code sent to your phone.

3. Click Continue.

4. Click Select all to give TaxDome access to your mailbox, and click Continue. 

Your email is now synced, and you will be automatically redirected to TaxDome.

Sync your Outlook account

Enter the password for your email and click Sign in.

Your email is now synced, and you will be automatically redirected to TaxDome.

Sync your Microsoft 365 account

If you’re using a business Microsoft 365 account, you will be automatically redirected to the Microsoft website, and your address will be automatically populated into the email field. Select one of the sign-in options for your Microsoft account.

Your email is now synced, and you will be automatically redirected to TaxDome.

If you encounter the error message ' Request to mailbox service was not authorized' while trying to synchronize your email address with Microsoft 365, it may be due to two-step verification. If you have two-step verification enabled for your email address, you must generate an app password.

To create a new app password for an app or device:

1. Go to the Security page.
2. Under Advanced security options, select Create a new app password. A new app password is generated and appears on your screen.
3. Enter this app password during email synchronization.

You can repeat these steps to create an app password for as many apps or devices as you need:

Now, you can synchronize your email successfully with Microsoft 365.

Sync your Yahoo! account

If you use Yahoo!, go to your account security settings before you can sync your email:

1. Navigate to yahoo.com and click your name at the upper right corner.

2. Select Manage your account. 

3. Go to the Security tab. 

4. Click Generate app password.

5. Type TaxDome and click Generate password. Then, copy the password and close the pop-up. 

Once the app password is generated, you'll be able to sync your account with TaxDome.

6. Enter the app password you've just created, then click Log in.

Sync your iCloud account

As for Yahoo!, you should create an app password before you can sync your email:

1. Navigate to the Apple ID page.

2. In the  Sign-In and Security section, select App-Specific Passwords.

3. Click  Generate App-Specific Password, enter the password label and click Create. Copy the password and click Done.

Once the app password is generated, you'll be able to sync your account with TaxDome.

4. Enter the password for your email, then click Log in.

Your email is now synced, and you will be automatically redirected to TaxDome.

Sync not listed email providers

If your firm's email provider isn't listed in TaxDome's email provider options, you can still synchronize it manually. Follow these steps to guide your firm through the process:

1. Click See all providers in the list.

• email address
• password
• IMAP host and port
• SMTP host and port 

Click  Log in to initiate the synchronization process. You can find example settings for various email providers online. 

You can stop email sync or change the email address that is synced to TaxDome whenever you’d like.