Settings (Basic): System-generated emails for firm owner and team members
Depending on the recipient, there are several types of system-generated emails on TaxDome. This article explains how to deal with system-generated emails to the members of your firm.
You can also learn more about system-generated emails to clients.
Emails to firm members
Note! Emails to firm members are always sent to the login email, not to the one synced with TaxDome (if they are different).
Firm owner and team members receive the following system-generated emails:
| Emails | Firm owner | Team members |
| Account & security notifications: Alerts about login changes, password updates, account locks, and other security-related events. | + | + |
| Billing & subscription updates: Information about TaxDome subscription status, payments, installment plans, and payment issues. |
+ | - |
| Integrations and troubleshooting: Updates on the status of integrations with services like Twilio, QuickBooks, and TaxDome Payments. | + | - |
| Marketing & referral program: Emails about trial extensions, referral bonuses, and special offers. |
+ | - |
| Data & export reports: Confirmations for data exports, including invoices, accounts, tasks, and payments. |
+ | - |
| Actions required alerts: Important notifications requiring immediate attention, such as payment failures or sync issues. | + | - |
| Notification emails on client activity: Emails about client activity in TaxDome, including new messages, automatically created jobs, submitted organizers and more. Firm members should follow client accounts to receive notifications. | + | + |
| Notification emails on internal activity: Internal notifications include all assignments and mentions in chats, job and task descriptions, account notes and more. |
Notified of any mentions, not assignments | + |
Manage emails to firm members
- TaxDome branding (logo, footer, social media links).
- A button to log into their account.
- A button to access a specific entity (if applicable).
However, in Settings > Firm settings, you can choose whether to show in the email the context of the internal messages sent to them. Toggle on Show message context in internal notifications in the System-generated emails section.
This is how the email notification with message context appears to the team member:
Manage email notifications
- Choose which types of notifications should be sent to your email (e.g., you can opt out of email notifications for document uploads or organizer submissions).
- Decide whether you want to receive updates on specific client accounts by turning following feature on or off.