Send emails
No need to use your Gmail or a third-party app while you’re working: TaxDome offers its own secure integrated email. Here, find out how to send, schedule, reply to, and manage client emails directly within TaxDome.
Note
You need to sync your email before using this feature.
Start an email thread with one client
There are two different ways to manually create a new email thread with one client:
- Click the New button at the top left, select Email, complete the form and click Send.
- Go to the Clients > Accounts > Communication > Emails and click New email.
You can send emails to your TaxDome contacts using your external mail app. To do this:
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Go to Clients > Contacts.
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Tap on the contact to open its page.
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Tap the E-mail button to open your mailing app, then write and send the letter.
New Email screen overview
a. Template: Choose a template for frequently sent emails.
b. Shortcodes mode: Use Account shortcodes to send the same copy to all linked contacts (with cc), or Contact shortcodes to send individual emails to specific email addresses. Learn more in the detailed article .
c. From: Select the email sender. You can enable other team members to send on your behalf.
d. To: Choose an account, contact or email addresses to sent email to, depending on the selected Shortcodes mode.
e. Subject: Enter the email subject. Click Add shortcode to personalize it using dynamic data, such as a client’s name or the date.
f. Message: Compose the email, using formatting, emojis, bullet points and more. Click Shortcode to personalize it with dynamic data.
g. Attach file: Add attachments .
h. Schedule email: If you need to send an email on a specific day, schedule it in advance.
i. Send preview to me: Click to send a copy of the email to your inbox and review it from the recipient’s point of view.
j. Send: Click to send your email to the recipients. Otherwise, click Cancel.
Start email threads with several clients
If you often need to send similar emails, there’s no need to do it manually. Save time with email templates and bulk sending.
Learn more in our dedicated article on bulk emails .
Reply to the email
You can send clients text messages, images, and documents. To reply to an email, go to Communications > Email section of the client’s profile.
Send an Email reply
To reply to an email:
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Go to Clients > Accounts > Communication > Email.
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In the Inbox or Sent subsection, choose the thread you want to send a reply to.
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Click Reply.
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Write the email. You can use text formatting, emoji, bullets, numbered lists, attach files and images . You can also click inside the To field to add additional recipients, if needed.
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Click Send.
Note
When replying to emails, you can’t edit the From field. The email will be sent from the same address that was used as a recipient when the client sent you this email.
Open the Inbox. Tap the needed email and then Open. This will open the email in your email app, allowing you to reply directly.
Attach files
You can attach files to your email from your computer or directly from TaxDome folders with Client can view or Client can view and edit access:
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To add files from computer, click Attach File, select From My Computer, then locate the file you want to upload.
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To Add files from TaxDome, click Attach File, select From TaxDome, then choose the files you want to attach.
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.
Note
The maximum size of all files attached to one email is 20 MB. Supported file types: PDF, DOC, DOCX, XLS, XLSX, JPEG, JPG, PNG.Insert images
You can insert images and screenshots either from your device or from any website. To do this, use one of the options available:
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Upload an image from your device or from web using the picture icon. To upload an image from web, paste its addressin the File name field after clicking the picture icon, then click Open.
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Copy/paste any image either from the web or from your device to the message field.
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Drag and drop an image from your device into the message field.
Send emails automatically
You can have your emails sent automatically as s part of pipeline. It may be useful, for example, to inform your clients that you have received their documents, their return is ready, or you have started the payroll process. To set up this automation, you need to use templates and add email sending to pipeline stages.
To find out more details, go dedicated article .
Schedule emails
If you need to send out an email on a particular day, schedule it in advance, so you can take it off your to-do list. You can create a scheduled email:
- With a New button. Fill in the email information, turn on Schedule toggle, then specify the date and time when you want the email to go out, and submit scheduling.
- When replying to an existing thread. Fill in the email information. Click the arrow next to Send now button and choose Schedule email. Specify the date and time when you want the email to go out, and confirm scheduling.
Note
When you schedule emails in a thread, specify the date and time for each message separately.- In the Scheduled section. Click the New email button, fill in the email information, and specify the date and time when you want the email to be sent.
View scheduled emails
Once you have created a scheduled email, you can preview it to ensure everything is correct. All scheduled emails are stored in the Scheduled section. Hover over the clock icon to see the date and time when the email is scheduled to go out.
To read a scheduled email, click its name to preview it. Here, you’ll see the name of the sender, the subject of the email, its contents, and the time it will be sent.
Cancel scheduled emails
If you have changed your mind, you can cancel a scheduled email before it is sent. To do this:
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Go to Clients > Accounts > Communication > Emails and open the Scheduled section.
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Click on the email you want to cancel.
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Click the cancel icon
at the top right.
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