Settings (Basic): System-generated emails for clients
Depending on the recipient, there are several types of system-generated emails on TaxDome. Here, find out how to deal with system-generated emails to clients.
You can also learn more about system-generated emails to team members and firm owner.
System-generated emails to clients, explained
System-generated emails to clients are automatic emails that are sent in two cases:
- Your firm requests actions from clients. For example, you can ask clients to pay the invoice, approve the document, e-sign it, etc., by creating the corresponding entities in the TaxDome portal. Your clients will receive automatic emails from your firm.
- You set reminders about pending actions. If your clients don't complete some actions in time, they will receive email notifications about it.
System-generated emails to clients have several important aspects to know:
Sender (From)
Your firm’s name will appear as the sender in the recipient's inbox, while the email address will be notifications@taxdome.com. We cannot replace the sender's email with yours, as this violates the policies of email providers like Gmail, iCloud, and others.
Recipients (To)
Automatic emails are account-based. However, since inside accounts you always have one or more linked contactcs, the system sends emails to the email addresses of those contacts. You can decide if each contact will receive automatic emails or not, by turning on the Notify toggle.
Check if notifications are enabled for at least one contact of the account in the Notify column of Clients > Accounts list.
Note! If one contact is linked to multiple accounts, the account name appears next to your firm name in the email.
Appearance
Customize emails to clients
You can change the appearance of system-generated emails up to your liking. Here's how:
1. Navigate to Settings > Firm settings.
2. Scroll down and toggle on/off the options in the System-generated emails section:
a. Hide or show your firm’s address and phone number. You can set the information on the same page in the Contact details section.
b. Hide or show your social network links. You can set them in the Social media links section.
c. Hide or show your firm’s logo at the top. You can upload it in the Logo upload section)
d. Hide or show message context in email. You can decide if clients will see the context of the requests and messages sent to them (along with added client tasks) right in the email.
This is how the email notification with message context appear to the client:
Note! Only firm owners or admins can change these settings. Changing these settings will be reflected on the Activity feed page.
Manage Reply-to and BCC
You can set an email address where the client replies will go and decide if you want to receive copies of all system-generated emails sent to clients. Here's how:
2. In the Contact details section, configure the needed options:
a. Default reply-to address for system emails: By default, client replies go to the firm owner's email, but you can set a different address to receive them.
b. Receive copies (BCC) of system emails sent to clients: Enable the toggle and specify the email to receive copies of all emails sent to your clients.
3. Click Save.
