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.

Inbox+ notifications at a glance

You receive a notification in your Inbox+ whenever something happens on TaxDome. Learn more about different notification types in the dedicated article .

Here is what you can do with Inbox+ notifications:

• Track client activity — See events done by clients, such as uploading a document or submitting an organizer.
• Communicate with your team internally — Receive tasks and mentions from colleagues throughout TaxDome.
• Track automated and bulk actions — Monitor the results of bulk actions and job automation, then fix possible problems, such as failed bulk organizer sends.

In the sidebar menu, 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 .

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.
• You can change your notification preferences at any time.
• You can be notified on the go via the TaxDome mobile app .

Sort and navigate notifications

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

• Client accounts
• Invoices and payments
• Organizers and proposals
• Pipelines, jobs and tasks
• Documents
• Emails, chats, client requests and SMS
• Team chat

By default, notifications are displayed chronologically. You can also choose to sort by Date (newest first/oldest first) or Account name (A to Z/Z to A) to quickly see all notifications related to a specific client account and handle them together. Sorting works with all filters you apply (account, time interval, type) and stays the same when you switch between the To-do and Archived tabs.

Filter 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 Filter.

2. Use filtering by account name, time interval and/or notification type: invoices, documents, emails, tasks, organizers, chats, signatures, proposals, new accounts, jobs, mentions, client requests, SMS, account settings (notifications about bulk actions with Login, Notify and Email sync for accounts) and system notifications. Select one or several filters.

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

You can reset the filter settings or, opposite, save them as a template.

Archive 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.

When you no longer need a notification, you can archive it. This can be done for your account only or for all team members who received it. Archived notifications are kept for a period of six months before being permanently deleted.

Archived notifications also display who archived them and when, so you can see who took the action.

To archive notifications in bulk, select checkboxes next to the notifications, then either click Archive for me or Archive for everyone.

Please note:

• Any team member who received a notification in their Inbox+ can archive it for themselves.
• To archive notifications for all team members, a team member must have the Archive for all in Inbox+ access right.
• You can’t archive transaction notifications for everyone, as they contain information unique to each team member. Even if you click Archive for everyone, the notification will only be archived for you.
• If you are a solo team member, the Archive for everyone option will not be displayed.

To archive a single notification, click the green checkmark next to it or expand it, then select one of the archiving options.

If you archived a notification by mistake, you can always restore it from the Archived tab. Here, you’ve got the same options as for archiving: Restore for me and Restore for everyone. You can do it either one by one or in bulk. The notification will then return to the To-do tab.

For details on what triggers each notification type and what it contains, see Inbox+ notification types .