Reminders explained

Reminders are follow-up emails TaxDome sends to clients who haven’t yet completed an action on a pending item — an unpaid invoice, an unsigned proposal, an unsubmitted organizer. They keep clients on point without you having to manually nudge them.

Reminders at a glance

Reminders work on every client-facing item that requires an action: organizers, client requests, proposals, invoices, signature requests, approvals, and chat messages.

Here is what you can do with reminders:

• Schedule automatic reminders — set follow-up emails to go out on a schedule when a client hasn’t responded.
• Send manual reminders — nudge a client at any time without waiting for the schedule, even if automatic reminders are running.
• Set defaults on a template — configure reminder behavior on a template so every object created from it inherits the same schedule.

How automatic reminders work

1. You send an item to a client (manually or via pipeline automation) with reminders enabled.

2. The client receives the initial email notification, plus a push notification if they use the mobile app.
3. After the configured number of days, TaxDome sends a reminder email if the client hasn’t completed the action.
4. Reminders continue at the configured cadence until the client completes the action, the configured count is reached, or another stop condition applies.

Reminders can be turned on or off at any time by editing the pending item .

Who receives reminders

Reminders go to clients only. For most objects, every contact linked to the account who has the Notify option enabled receives the reminder. This is the same set of contacts who got the initial notification when you sent the item, so reminders follow the same path as the original email.

Access and permissions

There is no separate access right for reminders. Anyone who can send a given object can also configure its reminders — the relevant per-object access right covers both actions.

Automate reminders with pipelines

Reminders don’t have to be set up one item at a time. When you set them up inside a pipeline automation that sends an object to a client — for example, an automation that sends an invoice or creates an organizer when a job reaches a certain stage — every object that goes out through the automation inherits the same reminder schedule. Configure it once on the automation, and every triggered item follows the same rhythm.

Client view

A reminder email is identical in format to the original notification — with same call-to-action button — but flagged as a reminder. The corresponding to-do item also moves to the top of the client’s to-do list in the portal and mobile app.

When the client completes the action (pays, signs, submits, approves), reminders stop automatically and you receive a notification on completed action in Inbox+ .

For exact reminders field defaults, stop conditions per object, full list of supported automations, see the Reminders reference .