Your All-in-One Notification Center: Inbox+

Inbox+ is not just for browsing email. It's the place where you’ll start and finish your projects, receive important notifications that will keep your work on track, create tasks, view and download documents, view client's messages, save attachments, and more—all on a single page. 

Covered here:

Inbox+ Notifications, Explained

You’ll receive notifications on TaxDome whenever client-related events occur, and Inbox+ will let you know what status the notifications are in—that is, whether you have gotten around to reviewing them or not. 

  • Team members receive notifications generated by client accounts assigned to them.
  • Firm owners receive notifications generated by client accounts that are not assigned to any team members. 
  • You can change your notification preferences when needed.

By default, you’ll receive notifications when these events occur:

  • A client registers on their own via the SIGN UP link.
  • A client sends a new email.
  • Another firm member assigned to a client sends a new email by replying to the existing thread.
  • A client uploads a document (either via Client Portal, TaxDome App or using the link with a document-upload request). Note that you don't get a notification when client uploads a single document in the organizer until they submit the whole organizer.
  • A client opens a document (if requested during file upload).
  • A client approves a document.
  • A client disapproves a document.
  • A client signs a document.
  • A client declines to sign a document.
  • A client completes an organizer.
  • A client signs a contract.
  • A client sends a new message.
  • A client replies to a message.
  • A client makes a prepayment.
  • A client pays a bill.
  • A bill is overdue.
  • A task is assigned to you.
  • A task is due in three days. 

When you have received new notifications, the circle displayed to the right of Inbox+ in the the left sidebar will be red. Red indicates that you have new notifications that you have not yet reviewed. 

Once you open  Inbox+, the red circle changes to green. This indicates that you still have notifications in your Inbox+ that need to be attended to. 

The circle disappears when all your notifications have been checked off as Archived (see below).

Attending to Notifications

Notifications are displayed in chronological order so that the most recent is on the top. 

How to manage notifications:

  • Open a notification to get more info about it: Click on it the notification bar to expand it; click again to minimize it.

  • Browse to a client profile: You can click on the client account name to navigate to the profile.

  • Navigate to the corresponding section: Click Go to... (the gray arrow icon) in the bottom left of the expanded notification bar. This will take you to the full email, billings page, task, message, or document preview in a new tab. If email address is linked to several accounts, you will be able to choose where you want to go.

  • View and/or download a document: Click on the file’s name to open it in a new tab.

  • View a bill/payment: Click on the bill/payment link to see info about it in a new tab.

  • View a completed organizer/signed contract: Click on the organizer’s/contract’s name to open it in a new tab.

  • Archive a notification: Click Archive (the green checkmark) to move it to the Archived tab.

  • Restore a notification: If you clicked Archive by mistake, you can always restore the notification. Navigate to the Archived tab, select the notification you want to restore, then click Restore (the green arrow icon) on the bottom left of the expanded notification bar. It will then move back to the Inbox+ tab.

  • Perform bulk actions with notifications: To mark notifications as done or to restore all of them or several at once, select the checkbox at the top of the list or the checkboxes next to the required documents, then click Archive or Restore.

Email Notifications

You or team members assigned to the client will receive a notification to Inbox+ whenever they send a new email to your firm or reply to an existing thread. When they reply to a thread, the corresponding notification is updated. When there’s a new email in a thread, the notification is updated and moved to the top. If it’s archived, it moves to the To Do items.

Here’s what you can do with email notifications:

  • Mute email threads. This will turn off the notifications on all futher emails in a current thread. Read more on how mute works in the article.  
  • Create tasks from email.. Read more on this here.
  • Save an attachment to Client’s Docs: Hover the mouse over the file thumbnail, click the save icon, then upload. You can also autosave attachments emailed to you by clients.

  • Сoming soon: Reply to email immediately from Inbox+!

System Notifications

System notifications are sent when the system can't accomplish some tasks that are supposed to be performed automatically. To view all system notifications in your Inbox+, apply the System filter (for detailed instructions, see Filtering Notifications below). Read further to see how to troubleshoot the different types of system notifications you might come across. 

  • “Couldn't send email. Please set up email sync and try resending the email.” 
    • What went wrong: Your email was not sent because of possible password change or another issue.
    • The fix: Click the Set up your email sync link to resync your email.
  • “Send email: There are no contact emails with ‘Notify’ toggle on. 
    • What went wrong: You added several jobs to a pipeline with a Send Email automation in the first stage; however, one of those jobs is for an account that is still offline. That client cannot receive emails from TaxDome until they have activated their account.  
    • The fix: In the Failed to add Jobs to Pipeline box, click on the client’s name, go to their Info tab, then invite them to use their TaxDome client portal by activating their account. (To see detailed instructions, go here.)
  • “Send email: Can’t send email to accounts without designated notification email address. 
    • What went wrong: You added several jobs to a pipeline with a Send Email automation in the first stage; however, one of those jobs is for a client whose linked email addresses don’t have the NOTIFY toggles turned on.
    • The fix: In the Failed to add Jobs to Pipeline box, click on the client’s name, go to their Info tab, then turn on the NOTIFY toggle for each linked email address. (Read more about this here.)
  • “Send email: The designated sender can’t send emails. Please check the action settings.” 
    • What went wrong: One of your team members added several jobs to a pipeline with a Send Email automation in the first stage; however, that employee either (1) hasn’t synced their email with TaxDome or (2) their name doesn’t match the sender’s name in the email template.  
    • The fix: The team member will need to either (1) sync their email or (2) change the name of the sender in the email template to match their own (for more details, go here)
  • Send email: The designated sender doesn't allow to send emails from their email account 
    • What went wrong: One of your team members added several jobs to a pipeline with a Send Email automation in the first stage; however, that employee hasn't allowed to send emails on their behalf.  
    • The fix: The team member will need to allow send emails on their behalf in the Email Sync settings (for more details, go here).
  • “Send message: Action Forbidden! Your user permissions don’t allow you to perform this action.” 
    • What went wrong: One of your team members added several jobs to a pipeline with a Send Message automation in the first stage; however, the employee named as the sender in the message template either (1) doesn’t have access rights to view all clients or (2) is not assigned to the account the message is for.  
    • The fix: (1) Give the team member indicated as the sender in the email template access rights to view all clients (see how) or (2) change the name of the sender (see how).
  • “Create organizer: Action Forbidden! Your user permissions don’t allow you to perform this action.” 
    • What went wrong: One of your team members added several jobs to a pipeline with a Send Organizer automation in the first stage; however, that employee doesn’t have access rights to manage organizers.  
    • The fix: Give the team member access rights to manage organizers (learn how here). 
  • “Create contract: Action Forbidden! Your user permissions don’t allow you to perform this action.” 
    • What went wrong: One of your team members added several jobs to a pipeline with a Send Contact automation in the first stage; however, that employee doesn’t have access rights to manage contracts.  
    • The fix: Give the team member access rights to manage contracts (learn how here). 
  • “Create folders: Action Forbidden! Your user permissions don’t allow you to perform this action.” 
    • What went wrong: One of your team members added several jobs to a pipeline with a Create folders automation in the first stage; however, that employee doesn’t have access rights to manage documents.  
    • The fix: Give the team member access rights to manage documents (read more about this here)
  • “Apply Tag for Account: Action Forbidden! Your user permissions don’t allow you to perform this action.” 
    • What went wrong: One of your team members added several jobs to a pipeline with an Apply tag for Account automation in the first stage; however, that employee doesn’t yet have access rights to manage tags.
    • The fix: Give the team member access rights to manage tags (to see instructions, go here).
  • Filtering Notifications

    Filters are useful when you need to narrow a notifications list. For example, you can find all the notifications about bills paid by all clients or all the notifications about signatures from selected clients.

    To filter a notifications list:

    1. Click on the FILTER button.
    2. Use filtering by account name and/or notification type (bills, emails, tasks, documents, organizers, messages, signatures, contracts, new accounts, and system warnings). You can use one filter or several. 
    3. Click the APPLY button to apply the filters. The list of notifications will then be narrowed to your specifications.

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