Inbox+ Notifications

Inbox+ isn’t just for browsing through email. It’s where you start and finish your projects, receive important notifications, create tasks, view documents and messages, save attachments, download and more, with everything on a single easy-to-navigate page. 

Covered here:

Inbox+ notifications, explained

You receive a notification in your Inbox+ whenever something happens on TaxDome. You can also be notified on the go via the TaxDome mobile app.

There are a lot of notification types, but speaking generally, Inbox+ is the place where you can:

  • Track the events done by clients (e.g., document upload, submitting the organizer)
  • Communicate with the team internally by receiving tasks and using mentions throughout the system
  • Track the results of bulk actions and job automation, then fix possible problems (e.g., sending organizers in bulk)
  • etc.

In the left sidebar, the green circle near the Inbox+ icon shows how many new (not archived) notifications you have. The circle disappears when all your notifications have been checked off as Archived (see below).

General notification rules are:

  • Team members get a notification when a client whose account they follow performs an action.
  • Firm owners get notified of the team members' actions, while team members don't get notified about team members' and firm owner's actions unless they directly mention them
  • Don’t forget: You can always change your notification preferences. 

Taking care of notifications

Notifications are displayed chronologically, with the most recent at the top. To see more details about notifications, just click them and expand them.

All entities mentioned in notifications are clickable so that you can navigate to:

  • Client account
  • Invoice/payment
  • Organizer/proposal
  • Pipelines/job
  • Documents

Archiving notifications

If you have read a notification, it won't disappear from the To-do list automatically because you may need a notification as a reminder to take action later. So, until you archive it, it will be displayed on the To-do tab, and the counter in the sidebar will include it in the number of notifications that require your attention.

To move a notification to the Archived tab, click Archive or a green checkmark next to the notification.

If you clicked Archive by mistake, you can always restore a notification. Go to the Archived tab, select the notification you want to restore, then click Restore (the green box with an arrow) on the bottom left of the expanded notification bar. It will then return to the To-do tab.

To mark as done or restore all notifications or several at once, select the checkbox at the top of the list or the checkboxes next to the documents, then click Archive or Restore.

Filtering notifications 

Filters help narrow your notifications list. For example, find all notifications about invoices paid by all clients. For more on using filters, go here.

To filter a notifications list:

1. Click  Filter.

2. Use filtering by account name and/or notification type (invoices, emails, tasks, documents, organizers, chats, SMS, signatures, proposals, new accounts, jobs, mentions and system notifications). Select one or several. 

3. Click  Apply. The selected filters remain the same when you leave and reopen the page.

Email notifications

Team members with access to a client's account receive a notification in their Inbox+ when a client sends a new email to your firm or replies to an existing thread.

The notification includes:

  • Client account link
  • Team member and contact emails
  • Email text
  • Attachments, if any

You can also:

  • Mute email threads: This turns off email notifications in a thread. For more on muting, go here.
  • Create tasks from email: Learn more here.
  • Save an attachment to Client’s Docs: Hover your mouse over the file thumbnail, click the save icon, then upload. You can also autosave attachments clients email you.
soon

Coming soon: Reply immediately to emails from Inbox+!

Chat notifications

Team members get notifications in their Inbox+ about new threads, updated task lists or replies related to the accounts they have access to. A notification includes:

  • The event type (someone created a new thread, replied to it or updated the task list)
  • The chat name and link to the thread.
  • The name of the person who created the thread or updated it.

Expand the notification box to see the last message in the thread and its author.

SMS notifications

Team members receive notifications:

  • When a client sends your firm a new SMS.
  • Whenever a team member sends a new SMS to a client account that you can access.
  • When bulk SMS sending is finished. You will see how many SMS were sent and failed. You can also download the CSV file with the full audit trail for this bulk sending.
  • Whenever non-contact sends a new SMS to your firm. It contains the text of the SMS and the sender's phone number, and you will be prompted to create a new contact.
  • If sending an SMS fails.

An SMS thread always has one corresponding notification (it updates as new events occur). When anyone replies to an SMS thread, the corresponding notification is updated and moved to the top.

A notification includes:

  • The event type (someone sent a new SMS or replied to your SMS)
  • The account name, contact name and link to the SMS thread
  • The sender's phone number (for non-contacts).

Expand the notification box to see the last SMS in the thread and its sender. From here, you can go to the SMS thread to send a reply.

Invoice notifications

Team members get notifications in their Inbox+ about all events happening with the invoices of the accounts they have access to. Notification includes the event type (invoice paid/overdue, a client made pre-payment) and the client name.

Expand the notification box to see the invoice number and status. From here, you can go to the invoice and the account. Invoices are grouped by account, date and general status (paid or not paid). So, if two invoices for one client are overdue on the same day, they are displayed in one notification box.

Documents notifications

Team members get notifications in their Inbox+ about all events happening with the documents of the accounts they have access to. Notification includes the event description, the document itself and the client name.

You get notified when:

  • A client opens a document for the first time
  • A client uploads documents
  • A client signs the docs or opts their signature out
  • A client approves/disapproves the documents
  • A client clicks ‘Done uploading’ in the client portal

Expand the notification box to access the attachment(s). From here, you can go directly to the account and documents.

Tasks notifications

Team members get notifications in their Inbox+ about:

  • New tasks assigned to them
  • Tasks due in 3 days
  • Updates made by other team members – only task assignees get these notifications

Expand the notification box to see more details. From here, you can go directly to the task and the account.

Notification includes:

  • The event description
  • The task link
  • The start and due days, if they are set
  • The account the task is for
  • All assignees
  • The task status

Organizers notifications

Team members get notifications in their Inbox+ about organizers created by your clients and other team members and organizers completed by your clients.

If you are a firm owner, you will also get notifications about organizers submitted by your team members. 

Notification includes:

  • The event type
  • The event actor (particular client or team member)
  • The organizer link

From here, you can go directly to the client account or to the organizer.

Signatures notifications

Team members get notifications in their Inbox+ about all signature-related events happening with the accounts they have access to.

Notification includes:

  • The event type
  • The related document
  • The signers’ checklist – e.g. when one of three signers signs the document, their name is struck through

You get notified when:

  • Client signs the docs or opts their signature out
  • The firm owner or a team member voids a signature for an account you follow.

Expand the notification box to see who has already signed. From the notification, you can go directly to the account, contact and document.

Proposals notifications

Team members receive notifications in their Inbox+ about signed proposals for the accounts they have access to. They are also notified when all unsigned contacts are removed, and the proposal is signed automatically.

Notification includes:

  • The proposal
  • The signers’ checklist – e.g. when one of three signers signs the document, their name is struck through

Expand the notification box to see who has already signed and the proposal attached. From the notification, you can go directly to the account, contact, and proposal.

New accounts notifications

Firm owners receive notifications in their Inbox+ about all newly registered accounts and their form responses if they respond to the form.

The notification includes the account name and link and the form response. From here, you can go to the account. Expand the notification box to see the form response. 

Jobs notifications

Team members receive notifications in their Inbox+ when scheduled jobs are added to a pipeline or when adding a job to a pipeline fails for any reason.

The notification includes:

  • The event type
  • The pipeline 
  • The account
  • The failure reason

Expand the notification box to see the job list and accounts. From here, you can go to the pipeline, job and account.

If adding a job fails, expand the notification box, click Edit pipeline and try to handle the issue.

Mentions notifications

Team members receive notifications in their Inbox+ when other team members tag them. It is useful when you want to collaborate or discuss something with them but don’t want to assign tasks to them.

Expand the notification box to see the message with the mention and its sender. From here, you can go to the message you were mentioned in and get more details.

Learn more about how mentions work.

Marketplace notifications

Firm owners receive notifications in their  Inbox+ when any team member downloads a template from the Marketplace.

From here, you can go to the firm template library.

System notifications

System messages usually pop up when an error occurs, including failed job notifications. In addition to errors, employees with permission to assign teammates receive system notifications when a team member requests access to an account. 

To view all system notifications in your Inbox+, apply the System filter (for detailed instructions, see filtering notifications). Learn how to troubleshoot system notifications here. For troubleshooting job failures, see the corresponding article.

Sometimes, the notification itself offers ways to resolve the issue. For example, a failed email notification might suggest going to the email sync settings or resending the email.

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