CRM (Basic): Portal Access, Notifications, Email Sync

Whether you’re preparing tax returns for an individual, a family, or a business, each entity needs one account. An account, on the other hand, might have more than one user—or contact—linked to it (think: spouses, business partners, or family members). Find out more about setting up login access to accounts, notifications, email, and more.

Covered here:

• How to Add Multiple Email Addresses
• The LOGIN Toggle, Explained
• The EMAIL SYNC Toggle, Explained
• The NOTIFY Toggle, Explained
• Notifications and Email for Clients Pending Activation
• Removing a User’s Access to an Account
• Changing an Email Address
• Switching to a Different Account on a Client Portal

How to Add Multiple Email Addresses

One contact might have several email addresses (personal, work, etc.). By default, each contact has one email address field, but you can manually create extra CRM fields or add ones while you’re importing.

A firm owner, Admin, or any employee with access rights to manage accounts can add additional users (email addresses) to an account.

In the account profile, open the Info tab, then review the Contacts section. Here, you’ll see all the email addresses of contacts linked to the account. If you want to add email addresses that aren’t listed, either add another linked contact or add an additional email address to the contact that is already linked.

Follow these steps:

1. Create custom CRM email fields to store the additional email addresses of new contacts.
2. Update an existing contact to include an additional email address.
3. Turn on the LOGIN, NOTIFY and/or EMAIL SYNC toggles for the email address if you need to (see the details below).

The LOGIN Toggle, Explained

When you add an email address to an account, you can toggle on LOGIN to give the person the email belongs to portal access.

What this does:

• The user gets an invitation to the TaxDome client portal so that they access the account.
• All contacts linked to an account with LOGIN toggled on next to their email address can sign in.

Once you’ve added portal access to a contact’s email address, TaxDome sends the person an activation request by email. To activate the account, the person accepts the request and creates a password. The new user is then automatically linked to the account. Each user has their own login credentials for an account.

The EMAIL SYNC Toggle, Explained

When you add a user to an account, you can also toggle on EMAIL SYNC for their email address.

What this does:

• You’ll see all emails received from that address in the Inbox+ section and in the Email tab of the account profile and be able to reply to them from TaxDome.
• All history between your synced emails and the email will automatically populate on TaxDome.
• If Automatically Save Attachments is enabled, all future emails with attachments will automatically save the documents to the Client’s Docs section of the account.

Toggle on EMAIL SYNC for future clients who don’t yet have portal access (their LOGIN still hasn’t been toggled on), so you receive emails from them too.

The NOTIFY Toggle, Explained

When NOTIFY is toggled on for an email address in the Contacts section, the person the email belongs to receives notifications. You can toggle on NOTIFY when adding portal access or a new email address to an account—or whenever you like.

That user will receive...

• ...all emails sent to the account from TaxDome.
• ...all bulk emails sent to the account from TaxDome.
• ...all emails sent to the account via pipeline automation.
• ...system notifications (either all or only selected ones).

Decide which notifications the user should get by clicking the three dots to the far right of the email address, then selecting Notification Preferences.

What the toggles mean:

Contracts

• Request for new contracts
• Reminders about pending contracts

Documents: File upload

• Notifications about new firm-uploaded documents

Documents: Signature requests

• Requests for documents pending signature
• Reminders about documents pending signature

Documents: Approvals

• Requests for documents pending approval
• Reminders about documents pending approval

Invoices

• Requests for new invoices
• Reminder about pending invoices
• Confirmations for invoice payments
• Notifications about refunds issued

Organizers

• Requests for new organizers
• Reminders about pending organizers

Messages and client tasks

• Notifications about new messages.
• Notifications about new replies in message threads

Notifications and Email for Clients Pending Activation

If you’ve toggled on LOGIN, NOTIFY, and EMAIL SYNC for a contact linked to an account, but they haven’t yet activated their account, they’ll still receive TaxDome email and system notifications:

• All regular email you send from TaxDome will go out to the recipient regardless of whether their account is activated or not. You also can receive Inbox+ notifications about new emails from that contact linked to the account (set this up in your Notification settings).
• All system notifications will go to the contact’s email address and will include the Account activation banner at the top of the email until they have activated the account.

You can always resend an invitation.

Removing a User’s Access to an Account

If someone no longer wants to have access to an account, go ahead and remove them. In the Info tab of the account profile, toggle off LOGIN to the right of the user’s email address. The account will remain intact; however, the user will no longer be able to access it.

Changing an Email Address

When a client’s email address changes, add their new email address as if they were an additional user.

Instead, follow these steps:

1. Update the client’s contact to include the new email address.

2. Add the new email address as described above.

3. Wait for the user to accept the invitation sent to the new email address, so that they don’t lose access to their account. Once the client has accepted the invite, delete their previous email address as described above.

Switching to a Different Account on a Client Portal

When logging in, users who have access to more than one accounts will get a Switch Accounts pop-up from which they can select the desired account. They can also switch between accounts once logged on: All they have to do is click on the Switch account link at the bottom of their left sidebar.

How to Set Up Accounts

This section was moved. See here.

Unlinked Email Addresses, Explained

This section was moved. See here.