Email (Basic): Send, reply, print, add images

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

No need to use your Gmail or a third-party app while you’re working: TaxDome offers its own secure integrated email. Sync your email account with TaxDome to keep all your TaxDome business in one place and enhance your back-and-forth with clients.

Covered here:

Sending emails
How do I know that a client has sent an email?
Replying to email
Adding attachments
Adding images to email
Filtering/searching email
Printing email thread

Sending emails

Email can be sent by a firm owner, an admin or a team member with access to the account or access rights to view all accounts.

There are several ways to send email:

Sending email using the New button

To send email from any page of your portal, click New on the top left, select Email from the slide-out menu, choose an account, contact or email addresses linked to it, then write the email. That’s it! Click Send.

Go here for more details on our message features.

Note!

If you email an account (account shortcodes mode), all the linked contacts receive the same copy with cc.
If you email contacts (contact shortcodes mode), all of them receive individual emails. However, you can choose specific email addresses to receive an email.

Sending Email to Clients via Automation

For details, go here.

How do I know that a client has sent an email?

Whenever a client sends a new email to your firm or replies to an existing chat thread, team members who have access to their account will receive a notification in their Inbox+ . When they reply to a thread or there’s a new email in a thread, notifications are updated and anything new is moved to the top. If the thread is archived, it moves from the To Do items. To view the most recent email and respond to it, click Go to....

Note: Change your notification preferences or mute email threads whenever you need to.

To access a client-specific inbox, go to Accounts > Clients from the left sidebar menu, click on the client account name, then navigate to the Email tab. If there are unread emails from the client, a notification is displayed in the Email tab.

All sent emails are stored inside the Sent tab.

Emails are automatically threaded to prevent clutter. To view a conversation, click on the email subject line to see all the replies.

Replying to Emails

To reply to an email:

Click on the email to expand it, then click on the gray-and-green conversation icon on the right.
Click inside the To field to add additional recipients.
Write the email. You can use text formatting, emoji, bullets, numbered lists and more.
Click Send.

Adding attachments

Note: If you have selected more than one account as a recipient, you won’t be able to add files from TaxDome, since your document storage is account-specific.

There are two options for attaching files to emails sent from TaxDome:

To add files from your computer, click Attach File, select From My Computer, then locate the file you want to upload. Learn what file types are accepted.
To add files from TaxDome, click Attach File, select From TaxDome, click the folder, then choose the files. Add files already uploaded to TaxDome from any top-level folders with Client can view and and Client can view and edit access.

Adding images to emails

You can send images in emails either from your device or any website. Use one of the options available while creating a new email:

Upload an image from your device using the 📎 Attach or Add image button
Paste an image from the browser clipboard directly to the email text field
Paste any image from the web to the email text field

Ways of adding images that are not supported:

Drag and drop an image into the email text field
Paste a file with the image to the email text field from your device

Filtering/searching email

So you don't get lost in the pile of emails, you can choose which email threads are displayed:

All: Selecting this option will display threads between all team members with synced emails and the client.
My: Selecting this option will only display threads between you and the client (sent to your email which you have synced with your TD account).

You also can search for a specific message. To do this, type a keyword into the search field, then click enter on your keyboard. Search for an email by using the client’s name or a keyword from the email’s subject line or body.

Click the x to clear the search field.

Note! If you're unable to locate certain email threads, they may be muted. Find out more about muted threads.

Printing email thread

To print a specific thread, click the three dots to the far right of the email thread, then select Print. Your browser will offer you to print the email thread.