Sync several accounts to the same email

Table of Contents

Shared mailboxes, explained
Set up shared mailbox
- Step 1. (Team members) Set email sync
- Step 2. (Firm owner or admin) Set up team access to work with clients

Streamline client communication with shared mailboxes in TaxDome. Sync your team’s accounts to a centralized email, ensuring consistent, professional communication even when team members are unavailable. Easy setup, better organization!

Shared mailboxes, explained

Shared mailboxes are ordinary email addresses to which several team members have access. They allow multiple people from the same department to access correspondence of their scope of work. For example:

Processing of client support requests (e.g., support@company.com ).
Sending and receiving information required to onboard new clients (e.g., onboarding@company.com ).
Handling inquiries related to the legal aspects of accounting processes (e.g., legal@company.com ).

Using shared mailboxes allows you to keep all emails in one place and check the quality of client interaction, provides consistency since team members can come and go, but the shared email address stays. Also, it’s easier to manage client-related emails because someone from the team can respond quicker than those who started the communication.

In TaxDome, your team members can sync their accounts with one shared mailbox. Just create a new email address (or use the existing one), share its credentials among the team members and ask them to log in to the email provider using them.

Set up shared mailbox

Step 1. (Team members) Set email sync

1. Each team member involved in client communication (for example, the customer support department) should specify the shared mailbox in the Email integration section and sync their account .

Suppose you have employees John and Frank handling client requests as customer support. To sync their accounts with one mailbox, they should specify the same email address (e.g., support@company.com ) and complete synchronization. Note that all participants should have access to the mailbox to complete email sync.

Toggle on Allow others to send from my email . This toggle should be enabled for all team members.

Step 2. (Firm owner or admin) Set up team access to work with clients

Make sure you have given access to the correct client accounts to all involved team members. Otherwise, they will not be able to see client entities in TaxDome. You can give team members access to accounts via bulk actions .