Messages (Basic): View Client Task History/Audit Trail

This page applies to TaxDome Pro! pricing plan only. You can upgrade anytime.

You’ll always be able to find out what has happened with a task in your chat threads. TaxDome’s Task Audit Trail allows you to track when someone has...

• ...added a client task to a chat thread.
• ...deleted a client task from a chat thread.
• ...marked a client task as completed.

To view a task’s history in a chat thread, go to Messages in the client’s profile, select the thread, click on the three-dots icon at the top right, then click Task Audit Trail.

In the Audit Trail window, you’ll see the following:

• ACCOUNT NAME.     

• USER: the first and last name and email address of the user who made changes to the client task.

• EVENT: what has happened with the task.

• SERVER TIME: the time (in UTC) the event took place on TaxDome.   

• CLIENT TIME: the time (in UTC) in the user’s location when the event took place. (The difference between UTC and the user’s location time is also displayed.)

• IP ADDRESS: the IP address of the user who made changes.

• BROWSER: the browser used when the event took place.

• OS: the operating system of the user who made changes.