Email (Basic): Overview

With the Email feature, you won't need to use your Gmail or a third-party app while working. Sync your email account with TaxDome to keep all your TaxDome business in one place and enhance your back-and-forth with clients.

Email, explained

Email is a secure integrated feature that sends emails from your email account and allows you to view correspondence right on your TaxDome portal (emails you sent and clients' replies to them).

To send emails from TaxDome, first sync your current email account with TaxDome.

Before you start: email sync

How it works

Email sync is one of the most important features in your TaxDome voyage:

It looks through all your emails in your external email account (e.g., Google).
It finds emails that have been sent to/received from your clients.
It copies emails to your TaxDome web portal and keeps them sorted by clients.
It also allows you to use the email communication functionality (send messages, send emails on your behalf, autosave email attachments and customize a signature).

✘ Sync isn't set up	✓ Sync is set up
You can't send and receive emails through TaxDome	You send emails from TaxDome and use all connected with this type of communication features
You manually create folders for each individual client in your email provider inbox	All emails from your clients are automatically copied from your provider inbox and sorted in TaxDome
You check your email inbox and risk missing something time-sensitive	You receive notifications on new emails from your clients in Inbox+
Team members working on clients send you cc's, and your email inbox is full of them	You view emails from team members' clients under the Email tab in client profiles
You download attachments (documents and other files) sent by clients manually	Attachments are saved automatically in the TaxDome web portal
Team members can't send emails on your behalf, and it interferes with automation	Team members send emails without involving you, and job cards from stage to stage can be moved automatically
You manage email signatures on your email provider side, and it applies to all emails	You can adjust the email signature, which will be applied only to emails sent from TaxDome

Who needs it

So that all emails are accurately synchronized and displayed in TaxDome:

1. Enable sync for the firm's owner account.

2. Ask team members to sync their accounts.

3. Activate the sync toggle when adding clients' contacts.

Note that Email sync for clients doesn't mean they will receive the message you sent in their TaxDome client portal. They can view emails only in their email account inbox. If the Email sync toggle is turned off, there will be no Email tab in the client profiles (between Invoices and Proposals & ELs).

How to sync

It doesn't matter which email provider you use. TaxDome supports an IMAP connection and can be synced with all email providers. However, if you use one of the major providers (Google, Outlook, Microsoft 365), sync will be smooth and easy to perform in several clicks.

In a nutshell, find the Email sync section in your Account settings. Then specify your email address, click Sync your email and follow the instructions. When the sync is completed, you can manage the connected features:

Send emails (individually and in bulk)

When you set up everything needed (email sync and configurations), you can start sending emails to your clients. TaxDome gives flexibility and choice.

You can email an individual client or many clients at once using in-bulk sending. You can create email content from scratch or use email templates applying shortcodes to personalize messages.

Additionally, you can schedule an email to be sent at a future date.

Automate emails

Emails are among the most common actions in the accounting industry (and beyond). You can easily automate emails with TaxDome. For example, in the 1040 (Tax return) process, automated email sending is used many times for the following actions:

Welcome to the portal
Greeting returning clients
Notification that a manager is reviewing the documents received
Successful completion of the tax return
Request to evaluate the quality of work

Attention! Automation may require team members to be able to send emails on your behalf. To avoid an automation error, you must allow team members to send emails on your behalf.

How to work with emails after they are sent

Correspondence with the client is collected in the Email tab in the client's profile (if email is synced). There are three subtabs inside it:

Inbox: Here are all the current chat threads (your emails and replies, if any)
Sent: Here are all the emails that you sent to a client (if there's a reply, it will be shown in the thread)
Scheduled: Here are all the scheduled emails

You can go to the Email tab of the specific client by clicking Go to thread after sending an email.

To view the contents of an email or a chat thread, click on it. Click three dots to print or mute a thread if you don't want to receive notifications.

Depending on your notification preferences, you may receive notification of a client's reply to email or/and in the Inbox+ section.

Email FAQ

Can we delete some emails from TaxDome?

You can't delete a specific email from a client, and that's not possible, as the email sync mirrors the emails from your email inbox.