Settings (advanced): Set up your TaxDome-generated emails

There are several types of system-generated emails on TaxDome. While their default settings are configured to the most frequently needed ones, you can also customize them.

Emails from TaxDome to firm owner

These system-generated emails inform the firm owner about TaxDome trial, registration, subscription, and team member registration.

• The language of these emails matches the language set for the owner's account in Settings.
• You always receive these notifications to your login email, not to the email synced with TaxDome.

Standard emails from your firm to clients

These system-generated emails go out to clients when they are requested to complete an organizer, upload a document, or sign a proposal or when they are reminded about a pending action they should complete. They are sent to all contacts of a client account who have Notify toggled on. Check if notifications are on by checking the Notify column in the accounts list.   

The language of these letters matches the one chosen by the firm owner for his Portal or Windows app.

In system-generated emails:

• The word “TaxDome” does not appear
• Your firm name is displayed at the top
• If the contact to which the email is sent is linked to more than one account, the account name is shown next to the firm name (so that the client is aware of which account they should log into)
• Your firm’s address, phone number, and website are shown in the footer (in your Settings > Firm settings in Contact details section)
• The Reply to field includes the email specified in Default reply-to address for system emails (in your Settings > Firm settings in Contact details section);

• The BCC field of system-generated emails includes the email specified in Receive copies (BCC) of system emails sent to clients (in your Settings > Firm settings in Contact details section);

Custom emails from your firm to clients

You can customize all system-generated emails sent from your firm to clients by changing the footer. Those settings can be changed by a firm owner or admin.

• Hide your firm’s address, phone number, and website (the information you provided in your Settings > Firm settings in Contact details section)
• Show your social network links (add them in your Settings > Firm settings in Social media links section)
• Show your firm’s logo at the top (upload it in your Settings > Firm settings in Logo upload section)
• Include the message content, along with the client's task list, in email notifications regarding new messages in the chat thread (described below in Show context in email notifications);

Configure system-generated emails in your  Settings > Firm settings in System-generated emails section, toggle on your preferences;

Emails from firm to team members

Team members receive emails of two types: 

• Notification emails on client activity
• Notification emails on team member's account

Notification emails on client activity

These system-generated emails inform you about all TaxDome activity related to clients, such as new messages, automatically created jobs, submitted organizers, and so on.

• The language of these emails matches the language set for the team member's account in Settings
• You always receive these notifications to your login email, not to the email synced with TaxDome
• You can turn on and off notifications according to your notification preferences
• You can turn on and off notifications for specific clients by changing the account following settings

Notification emails on team member's account

These system-generated emails inform team members about their own TaxDome portal accounts - e.g., when they reset their password, activate their account, etc. This also includes emails about team members’ assigned clients performing actions, such as answering a message, signing a proposal, etc. Team members are able to select which email notifications they want to receive.

The language of these emails matches the language set for the team member's account in Settings of the portal. For all team member system-generated email:

• The word “TaxDome” does not appear (except when the email is about an account activation, a password update, or an onboarding invitation)
• The firm name is displayed at the top.
• The Reply-to and BCC fields are empty.
• Message content in email notifications about new messages in the chat thread is shown by default (find out more in Show context in email notifications)

Show context in email notifications

This setting can be turned on or off by a firm owner or admin, in two steps:

1. Go to Settings > Firm settings

2. Update the context toggles to your preferred settings in System-generated email;

This is how the email notification with message context appear to the client:

Default language of your emails

The default language for all emails sent from TaxDome is determined during registration. However, a firm owner or admin can change it at any time. To do this, go to Settings > Firm settings in the left menu bar and reach out International settings section, then select the preferred language.

This will change the language of such emails as:

• The invitation to create a new account for a client
• The invitation to create a new account for a team member
• The notification about an invoice that has been created
• The notification about an organizer that's been sent 
• The notification about a new chat thread or new message
• The notification about uploading a new document or a document that needs approval

Note: If your team members and clients select a different language for their portal, they will receive emails in the language of their choice.