Inbox+ Notifications

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You get notifications whenever something takes place on TaxDome, and  Inbox+ shows whether they’ve been read or not. 

Inbox+ isn’t just for browsing email. It’s where you start and finish projects, receive important notifications to keep work on track, create tasks, view and download documents, view client messages, save attachments, and more—all on one page. 

Covered here:

Inbox+ Notifications, Explained

  • Team members receive them when a client whose account they follow performs an action. 
  • Firm owners receive them when a client whose account is not assigned to someone performs an action. 
  • You can change your notification preferences when needed.
  • You can receive notifications on your firm/clients activity on a go, by using TaxDome mobile app

By default, you get a notification when any of the following happens:

  • A client registers on their own via the SIGN UP link.
  • A client sends a new email.
  • A team member assigned to a client account replies to an existing email thread.
  • A client uploads a document via their portal, the app, a file request link, or an organizer.
  • A client opens a document.
  • A client approves a document.
  • A client disapproves a document.
  • A client signs a document.
  • A client declines to sign a document.
  • A client creates an organizer.
  • A client or another team member submits an organizer.
  • A client signs a contract.
  • A client or a team member sends a new message.
  • A client or a team member replies to a chat thread.
  • A team member creates or updates the task list inside the chat thread.
  • A client or a team member makes changes to a task list inside a chat thread.
  • A client or a team member uploads/attaches a document to a chat thread.
  • A client makes a prepayment.
  • A client pays an invoice.
  • An invoice is overdue.
  • A task is assigned to you.
  • A task is due in three days. 
  • A job was created via automation.
  • You were mentioned using the @ symbolby another team member in a message, task, or note.
  • Automatic jobs creation fails.
  • An automation fails while a job automoves to a new stage.
  • Bulk sending contracts fails.
  • Bulk sending messages fails.
  • Sending email fails.

In the left sidebar, the circle displayed to the right of Inbox+ shows how many new notifications are available; red indicates they have not yet been reviewed. 

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

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: Click on the notification bar to expand it; click again to minimize it.

  • Browse to a client profile: Click on the 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 email, invoice page, task, chat thread, or document preview in a new tab. If an email address is linked to several accounts, you’ll 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 an invoice or payment: Click on the invoice or 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 a 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.

By default, the notification list displays 25 notifications per page. However, you can choose to view 50, 100, or 250 at a time. To change the amount, select the number you prefer in the Rows per page menu at the bottom left of the page.

Email Notifications

The team members who have access to a client’s account receive a notification to Inbox+ whenever the client sends a new email to your firm or replies to an existing thread. When they reply to a thread, the notification is updated. When there’s a new email in a thread, the notification is updated and moves to the top. If it’s archived, it moves out of the To Do items.

You can also do the following:

  • Mute email threads: This turns off email notifications in a thread. For more about muting, go here.  
  • Create tasks from email: Learn more about 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.

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Coming soon! Reply to email immediately from Inbox+!

Message Notifications

Team members get notifications in their  Inbox+ about all events happening in the chats of accounts they have access to. The 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, author, and list of client tasks (if any).

How message notifications work:

  • A chat thread has one corresponding notification (it updates as new events occur). 
  • You receive a notification whenever a client sends a new message to your firm or replies to an existing thread.
  • You receive a notification whenever a team member creates a new chat thread or replies to an existing thread in an account you have access to.
  • When anyone replies to a thread or makes changes to client tasks, the corresponding notification is updated and moved to the top (except for the person who made the changes). 
  • Once a notification is archived, it moves out of the To Do list.

System Notifications

These system messages pop up when a bulk action cannot be performed. To view all system notifications in your  Inbox+, apply the System filter (for detailed instructions, see Filtering Notifications below). Learn how to troubleshoot all system notifications here:

Filtering Notifications

Filters help narrow your notifications list. For example, find all notifications about invoices paid by all clients.

To filter a notifications list:

1. Click on the Filter button.

2. Use filtering by account name and/or notification type (invoices, emails, tasks, documents, organizers, messages, signatures, contracts, new accounts, jobs, mentions, and system warnings). Apply one or several. 

3. Click the Apply button to apply the filters. The list of notifications will then be narrowed to your specifications.

pro

This page applies to TaxDome Lite! pricing plan only. Please switch the tab above to see TaxDome Pro related content.

Inbox+ isn’t just for browsing email. It’s where you start and finish your day, receive important notifications to keep work on track, view and download documents, view client messages, save attachments, and more—all on one page.

Covered here:

Inbox+ Notifications, Explained

You get notifications whenever something takes place on TaxDome, and  Inbox+ shows whether they’ve been read or not. 

By default, you get a notification when any of the following happens:

  • A client registers on their own via the SIGN UP link.
  • A client uploads a document via their portal, the app, or a file request link.
  • A client opens a document.
  • A client approves a document.
  • A client disapproves a document.
  • A client signs a document.
  • A client declines to sign a document.
  • A client sends a new message.
  • A client replies to a chat thread.
  • A client uploads/attaches a document to a chat thread.

In the left sidebar, the circle displayed to the right of Inbox+ shows how many new notifications are available; red indicates they have not yet been reviewed. 

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

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: Click on the notification bar to expand it; click again to minimize it.

  • Browse to a client profile: Click on the 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 chat thread, or document preview in a new tab.

  • View and/or download a document: Click on the file’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 a 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.

By default, the notification list displays 25 notifications per page. However, you can choose to view 50, 100, or 250 at a time. To change the amount, select the number you prefer in the Rows per page menu at the bottom left of the page.

Message Notifications

You get notifications in their  Inbox+ about all events happening in the chats of your accounts. The notification includes...

  • ...the event type (clientcreated 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, author, and list of client tasks (if any).

How message notifications work:

  • A chat thread has one corresponding notification (it updates as new events occur). 
  • You receive a notification whenever a client sends a new message to your firm or replies to an existing thread.
  • When anyone replies to a thread or makes changes to client tasks, the corresponding notification is updated and moved to the top (except for the person who made the changes). 
  • Once a notification is archived, it moves out of the To Do list.

System Notifications

These system messages pop up when an automatic task cannot be performed. To view all system notifications in your  Inbox+, apply the System filter (for detailed instructions, see Filtering Notifications below). Learn how to troubleshoot system notifications here:

Filtering Notifications

Filters help narrow your notifications list. For example, find all notifications about clients who have registered on their own.

To filter a notifications list:

1. Click on the Filter button.

2. Use filtering by account name and/or notification type (documents, messages, signatures, new accounts, and system warnings). Apply one 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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