Change your notification preferences

Table of Contents

Notifications explained
Turn on/off notifications

To keep you up-to-date on important events, TaxDome sends automatic notifications to your login email and Inbox+ . If you don’t want to receive certain notifications, you can turn them off. You also have the option to choose whether you want to receive copies of all system notifications sent to your clients.

Notifications explained

By default, you get notifications regarding all client accounts that you are following .

The notifications are sent when the following events occur:

Invoices
- An invoice is overdue.
- A client pays an invoice fully or partially.
- A client makes a prepayment.
Organizers
- An organizer is submitted either by the client or by another team member.
- A client creates an organizer.
Documents:
- A client uploads a document.
- A client opens a document (if requested during the file upload).

Tip

To reduce notifications for multiple uploads, turn off the Uploads notification and enable Done uploading —you’ll receive a single notification when the client finishes uploading.

E-signatures
- A client e-signs a document or the document is fully signed.
- A client declines to sign a document.
Approvals
- A client approves a document.
- A client disapproves a document.
“Done uploading”
- A client indicates that they are done uploading documents .
Tasks
- A task is assigned to you.
- A task is due in three days.
Communication with clients
- Thread assignments .
- A client sends a new message (chat, email or SMS).
- A client completes all tasks.
Messages from team members
- A team member replies in a chat thread.
New mail
- A client sends a new email.
- A client or a team member with access to the account replies in the email thread.
Proposals
- A client e-signs a proposal.
- A proposal is signed automatically because all unsigned contacts were removed.
Tax return delivery
- A client views the tax return.
Jobs
- A job is automatically created according to the schedule.
Mentions
- You were mentioned by another team member either in a chat, task, or account note.
SMS
- A client sends a new SMS to your firm or replies to an existing SMS thread.
- A team member creates a new SMS thread or replies to an existing SMS thread in an account you have access to.
- A non-contact sends a new SMS to your firm.
- Bulk SMS sending has finished.
- Sending SMS has failed.

Info

Firm owner and admins receive SMS notifications for new messages only from followed accounts to avoid clutter.

Client requests
- A client completes a client request.
Transactions
- You will receive a daily Email or Inbox+ notification at 9:00 AM. It will include the number of transactions with client responses received in the last 24 hours, the total count of responses awaiting review, and five recent responses.

Note

If a client who is assigned to two team members sends an email to one of them, the recipient will not receive an email notification about it.

Turn on/off notifications

You can turn off notifications either on the account level (see the article ) or for all system events.

To turn off notifications:

Click your profile at the top right, then go to Account settings.

Tweak your Notification preferences section:

To stop receiving notifications by email, clear the checkboxes in the Email column.
To stop receiving notifications to Inbox+ and push notifications in the mobile app, clear the checkboxes in the Inbox+ column.
To stop receiving notifications of specific types, clear the checkboxes in the corresponding rows.
If you want to be notified only about threads assigned to you, toggle on Only notify me for assigned threads.