Automatic Reminders

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Reminders are additional email notifications that automatically go out to clients when they don’t respond to an email prompt by a certain deadline. By using automated reminders, you skip having to reach out by email or phone. Here, we show you how to set up reminders—and more.


Covered here:

Reminders, Explained

Whenever you send an organizer, contract, invoice, message, or document for approval or signing, a notification goes out. Users linked to the account—who have the Notify toggle turned on—receive it. You can check which users have the Notify toggle turned on by going to an account’s Info tab and viewing the Contacts section.

In case recipients take too much time performing the action item or if they forget to, set up automatic reminders. 

When you enable Reminders, configure it to your liking:

  • Inactivity Threshold, Days: By default, a reminder goes out three days after the notification for the action item was sent to the client, but you can change this to whatever you prefer.
  • Limit to: By default, the client gets only one reminder email, but you can also change this to your preference.

Below, find out how to set up our different reminders.

Setting Up Reminders for Pipeline Automations

If your organizers, contracts, invoices, and/or messages are sent via pipeline automation,  Reminders can be used. You’ll need to make changes to the pipeline

With the automations Create Invoice, Create Organizer, Send Contract, and Send Message, you’ll find the Reminders option below the Select template field. Select Enabled in the Reminders drop-down, then configure Reminders as described above.

Reminding Clients About Pending Organizers

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Enable Reminders when you send an organizer manually or via pipeline automation. To send automatic reminders about organizers sent via pipeline automation, enable Reminders in the pipeline settings for the Create Organizer automation. 

The Reminders option can be enabled or disabled at any time by opening the pending organizer. Don’t forget to click Save when you make changes to the Reminders settings.

Organizer reminders stop when...

  • ...the client has not submitted the organizer and the set number of reminders has been sent.
  • ...the client has submitted the organizer.

Reminding Clients About Pending Contracts

Enable Reminders when you send a contract manually or via pipeline automation. To send automatic reminders about contracts sent via pipeline automation, enable Reminders in the pipeline settings for the Send Contract automation.

Contract reminders stop when...

  • ...the client has not signed the contract and the set number of reminders has been sent.
  • ...the client has signed the contract.

Reminding Clients About Pending Invoices

Enable Reminders when you issue an invoice manually or via pipeline automation. To send automatic reminders about invoices sent via pipeline automation, enable Reminders in the pipeline settings for the Create Invoice automation. The Reminders option can be enabled or disabled at any time by editing the unpaid invoice.

Invoice reminders stop when...

  • ...the client has not paid the invoice and the set number of reminders has been sent.
  • ...the client has paid the invoice.

Reminding Clients About Unread Messages in Chats

Enable Reminders when you send a message either manually or via pipeline automation. To send automatic reminders about messages sent via pipeline automation, enable Reminders in the pipeline settings for the Send Message automation. You can also do this at any time by going to a chat thread. 

Reminders can be enabled or disabled at any time by going to a chat thread. Reminders are always for the last message in a thread.

At the top of the Reminders section, you’ll see how many reminders about a message went out.

Message reminders stop when...

  • ...the client has not responded to the message and the set number of reminders has been sent.
  • ...the client has responded to the last message in the thread. 
  • ...all client tasks in the thread were marked completed.
  • ...you archived the chat thread.
  • ...you disabled Reminders.
tip

Note: If you archive a chat thread but then reopen it, the Reminders option is enabled as if the message is new.

Reminding Clients About Pending Signatures

Enable Reminders when you request a signature for a document. The Reminders option can be enabled or disabled at any time by opening the document pending signature (even if it was already signed). Don't forget to click Save when you make changes to the Reminders settings.

Signature reminders stop when...

  • ...the client has not signed the document and the set number of reminders has been sent.
  • ...the client has signed the document.

Reminding Clients About Pending Approvals

Enable Reminders when you request a document approval.

Approval reminders stop when...

  • ...the client has not approved the document and the set number of reminders has been sent.
  • ...the client has approved the document.

You can also manually send reminders for pending approvals:

  1. Go to Docs from the left sidebar menu, open the Approvals tab, then click Request Approval for Pending.
  2. Review and edit the message for the client (optional), then click Send Request.

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

Reminders are additional email notifications that automatically go out to clients when they don’t respond to an email prompt within a certain time frame. By using automated reminders, you skip having to reach out by email or phone. Here, we show you how to set up reminders—and more.

Covered here:

Reminders, Explained

Whenever you send a message, or document for approval or signing, a notification about it goes out. All users linked to the account that the prompt is for, and who have the Notify toggle turned on, receive it. (You can check which users have the Notify toggle turned on by going to an account’s Info tab and viewing the Contacts section.)

In case recipients take too much time performing the action item or if they forget to, set up automatic reminders. 

When you enable Reminders, configure it to your liking:

  • Inactivity Threshold, Days: By default, a reminder goes out three days after the notification for the action item was sent to the client, but you can change this to whatever you prefer.
  • Limit to: By default, the client gets only one reminder email, but you can also change this to your preference.

Below, find out how to set up the different types of reminders.

Reminding Clients About Unread Messages in Chats

Enable Reminders when you send a message

Reminders can be enabled or disabled at any time by going to a chat thread. Reminders are always for the last message in a thread.

At the top of the Reminders section, you’ll see how many reminders about a message went out.

Message reminders stop when...

  • ...the client has not responded to the message and the set number of reminders has been sent.
  • ...the client has responded to the last message in the thread.
  • ...you archived the chat thread.
  • ...you disabled Reminders.
tip

Note! If you archive a chat thread but then reopen it, the Reminders option is enabled as if the message is new.

Reminding Clients About Pending Signatures

Enable Reminders when you request a signature for a document. The Reminders option can be enabled or disabled at any time by opening the document pending signature (even if it was already signed by one of the signers). Don't forget to click Save when you make changes to reminder settings.

Signature reminders stop when...

  • ...the client has not signed the document and the set number of reminders has been sent.
  • ...the client has signed the document.

Reminding Clients About Pending Approvals

Enable Reminders when you request a document approval.

Approval reminders stop when...

  • ...the client has not approved the document and the set number of reminders has been sent.
  • ...the client has approved the document.

You can also manually send reminders for pending approvals:

  1. Go to Docs from the left sidebar menu, open the Approvals tab, then click the Request Approval for Pending button.
  2. Review and edit the message for the client (optional), then click the Send Request button.

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