Email (Basic): Sync your email with TaxDome
For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.
Sync your email account with TaxDome to get a shared inbox for each client, which keeps things organized, neat, and streamlined. No need to create a folder for each individual client or remain cc’d on an email that doesn’t require a response.
Covered here:
How sync works
Here's what happens once your email account is synced with TaxDome:
- Our system looks through all your messages and finds the ones that have been sent to/received from your clients. All those messages (regardless of their age) are added to the Email tab of the clients' profiles.
- To maintain good communication throughout your company, we encourage all team members to sync their email to TaxDome. This way, when a team member communicates with a client account, your inbox won’t be cluttered with cc’s. You will be able to access those emails from within the account's profile.
- The last five messages received from a client (regardless of their age) are shown on the Overview tab of the client's profile.
- All new messages in a thread received either from your clients or from team members are shown in the Inbox+ section along with other notifications.
Note! You or your team will be able to send emails within TaxDome on their behalf only after email synchronization. However, it's always possible to send emails on behalf of another team member who has Allow others to send from my email toggle on. Read more in the article.
Go to Settings > My account from the left menu bar, then click the Sync Your Email button in the Email sync section.
Attention! Only one email address can be synced to your TaxDome account. Attempting to sync the same email address to another account will cause an error.
You can stop email sync or change the email address that is synced to TaxDome whenever you’d like.
Selecting your email provider
Depending on the email you used during your registration with TaxDome, you will be presented with different sync options.
- How to sync your Outlook account
- How to sync your Microsoft 365 account
- How to sync your Yahoo! account
- How to sync your Gmail account
- How to sync your iCloud account
- How to sync with email provider which is not listed
Note! ProtonMail is not available for sync with TaxDome due to their encryption algorithm.
How to sync your Outlook account
If you’re using Outlook, your address will be automatically populated into the email field. Enter the password for your email, then click SIGN IN.
Your email is now synced, and you will be automatically redirected to TaxDome.
How to sync your Microsoft 365 account
If you’re using Microsoft 365, you will be automatically redirected to the Microsoft Online 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'll need to generate an app password.
To create a new app password for an app or device, take the following steps. You can repeat these steps to create an app password for as many apps or devices as you need:
- Go to the Security basics page and sign in to your Microsoft account.
- Select More security options.
- Under App passwords, select Create a new app password. A new app password is generated and appears on your screen.
- Enter this app password during email synchronization.
Now you should be able to synchronize your email successfully with Microsoft 365.
How to sync your Yahoo! account
If you’re using Yahoo! Mail, you’ll need to go to your account security settings before you can sync your email:
If you have two-step verification enabled on your Yahoo! Mail account, you’ll have to create an app password first:
1. Navigate to yahoo.com and sign in to Yahoo! Mail.
2. Click on your name in the upper right corner, select Account Info, then open the Account Security tab.
3. Go to Generate app password, select Other app, then click Generate. Copy the password, then click Done.
4. Once the app password is generated, you'll be able to sync your account with TaxDome. Your Yahoo! address will be automatically populated into the email field. Enter the app password you've just created, then click SIGN IN.
Your email is now synced, and you will be automatically redirected to TaxDome.
If you have two-step verification disabled on your Yahoo! Mail account, you’ll have to change your account security settings before you can sync your email.
1. Navigate to yahoo.com and sign in to Yahoo! Mail.
2. Click on your name in the upper right corner, select Account Info, then open the Account Security tab.
3. Turn on the Allow apps that use less secure sign in setting.
Once this feature is turned on, you’ll be able to sync your email account with TaxDome. Your Yahoo! address will be automatically populated into the email field. Enter the password for your email, then click SIGN IN.
Your email is now synced, and you will be automatically redirected to TaxDome.
How to sync your Gmail account
If you’re using a Gmail account, you’ll need to allow access to Nylas Sync Engine in order to sync your email with TaxDome.
1. Check that your email address is correct, then click Next.
2. Enter your email password and then click Next.
If you have two-step verification enabled on your Gmail account, you will be asked for the code sent to your phone.
3. Click Allow to give Nylas Sync Engine access.
Your email is now synced, and you will be automatically redirected to TaxDome.
How to sync your iCloud account
If you have two-step verification enabled on your iCloud email account, you’ll need to create an app password before you can sync your email:
1. Navigate to the Apple ID page and sign in.
2. Go to Manage, then select Security. Click Generate Password under APP-SPECIFIC PASSWORDS.
3. Enter the password label, click Create, copy the password, then click Done.
Once the app password is generated, you'll be able to sync your account with TaxDome. Your iCloud address will be automatically populated into the email field. Enter the app password you've just created, then click SIGN IN.
Your email is now synced, and you will be automatically redirected to TaxDome.
If you have two-step verification disabled on your iCloud account, enter the password for your email, then click SIGN IN.
How to sync with email provider which is not listed
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 on See all the providers in the email providers list.
How to get your email server details from Outlook
If you’re using Outlook, you can get your email server details by following these steps:
1. Open your Outlook email, navigate to File, select Info, then click Account Settings...
2. After you select Account Settings... from the list, make sure that the correct email address is chosen, then click Change.
3. Copy the server information from the POP and IMAP Account Settings pop-up. The Incoming mail server is your IMAP server; the Outgoing mail server is your SMTP server.
4. To find out the mail server port numbers, click More settings..., then navigate to the Advanced tab. Copy the IMAP and SMTP numbers in the Mail Server Port Numbers boxes.
How do I sync more than one email?
You can sync one e-mail per TaxDome user. However, if you utilize several emails in your business, you can add your other email account to your primary email. Check instructions for the popular providers below:
- Gmail
- Outlook.com (Microsoft has removed the ability to connect new accounts to Outlook.com from May 10, 2021)
- Yahoo!