How to Sync Your Email With TaxDome

Avatar

By Mary Cooper

updated 3 months ago

Say goodbye to a cluttered in-box. With TaxDome, you won’t need to create a folder for each individual client or remain cc’d on an email that doesn’t require a response. Instead, TaxDome gives you a shared inbox for each client, which keeps things organized, neat, and streamlined. To use this feature, you’ll need to sync your email account with TaxDome. And then you’ll be ready to go.  

How Sync Works

Here's what happens once your email account is synced with TaxDome:

  • Our system looks through all your messages and finds the ones that have been sent to/received from your clients. All those messages (regardless of their age) are added to the Email tab of the clients' profiles. 
  • To maintain good communication throughout your company, we encourage all team members to sync their email to TaxDome. This way, when a team member communicates with a client account, your in-box won’t be cluttered with cc’s. You will be able to access those emails from within the account's profile.
  • The last five messages received from a client (regardless of their age) are shown on the Overview tab of the client's profile. 
  • All new messages received from your clients are shown in the Inbox+ section along with other notifications. 

There are two ways to start syncing:

Click the SHOW ME button on the onboarding banner at the top of the page, then select Sync email.

Or you can do it this way:

Navigate to Settings, then click the SYNC YOUR EMAIL button in My Account tab.

You can stop email sync or change the email address that is synced to TaxDome whenever you’d like.

Selecting Your Email Provider

Depending on the email you used during your registration with TaxDome, you will be presented with different sync options.

How to Sync Your Outlook Account

If you’re using Outlook , your address will be automatically populated into the email field. Enter the password for your email, then click SIGN IN

Your email is now synced, and you will be automatically redirected to TaxDome. 

How to Sync Your Office 365 Account

If you’re using Office 365, your address will be automatically populated into the email field. Enter the password for your Microsoft account, then click SIGN IN.

Your email is now synced, and you will be automatically redirected to TaxDome.

If you have multi-factor authentication enabled for your organization, you’ll have to create an app password first:

1. Sign in to Office 365 with your work account with your password like you normally do. You can create an app password, based on how you use two-factor verification. Get the detailed instructions on Microsoft Help Documentation.

2. Once the app password is generated, you'll be able to sync your account with TaxDome. Your Office365 address will be automatically populated into the email field. Enter the app password you've just created, then click SIGN IN.

Your email is now synced, and you will be automatically redirected to TaxDome.

How to Sync Your Yahoo Account

If you’re using Yahoo! Mail, you’ll need to go to  your account security settings before you can sync your email:

If you have two-step verification enabled on your Yahoo! Mail account, you’ll have to create an app password first:

1. Navigate to yahoo.com and sign in to Yahoo! Mail.

2. Click on your name in the upper right corner, select Account Info, then open the Account Security tab.

3. Go to Generate app password, select Other app, then click Generate. Copy the password, then click Done.


4. Once the app password is generated, you'll be able to sync your account with TaxDome. Your Yahoo! address will be automatically populated into the email field. Enter the app password you've just created, then click SIGN IN.

Your email is now synced, and you will be automatically redirected to TaxDome.

If you have two-step verification disabled on your Yahoo! Mail account, you’ll have to change your account security settings before you can sync your email.

1. Navigate to yahoo.com and sign in to Yahoo! Mail.

2. Click on your name in the upper right corner, select Account Info, then open the Account Security tab.

3. Turn on the Allow apps that use less secure sign in setting.

Once this feature is turned on, you’ll be able to sync your email account with TaxDome. Your Yahoo! address will be automatically populated into the email field. Enter the password for your email, then click SIGN IN

Your email is now synced, and you will be automatically redirected to TaxDome.

How to Sync Your Gmail Account

If you’re using a Gmail account, you’ll need to allow access to Nylas Sync Engine in order to sync your email with TaxDome. 

1. Check that your email address is correct, then click Next

2. Enter your email password and then click Next

If you have two-step verification enabled on your Gmail account, you will be asked for the code sent to your phone. 

3. Click Allow to give Nylas Sync Engine access.

Your email is now synced, and you will be automatically redirected to TaxDome.

How to Sync Your iCloud Account

If you have two-step verification enabled on your iCloud email account, you’ll need to create an app password before you can sync your email:

1. Navigate to the Apple ID page and sign in.

2. Go to Manage, then select Security. Click Generate Password under APP-SPECIFIC PASSWORDS

3. Enter the password label, click Create, copy the password, then click Done.

Once the app password is generated, you'll be able to sync your account with TaxDome. Your iCloud address will be automatically populated into the email field. Enter the app password you've just created, then click SIGN IN.

Your email is now synced, and you will be automatically redirected to TaxDome.

If you have two-step verification disabled on your iCloud account, enter the password for your email, then click SIGN IN. 

How to Sync Your IMAP Account

If you’re using an IMAP account, your address is automatically populated into the email field. Enter the password for your email, enter IMAP and SMTP mail servers, then click SIGN IN


If you don’t know your server details, you can obtain the information from your email account. Here’s how:

How to get your email server details from Outlook

If you’re using Outlook, you can get your email server details by following these steps:

1. Open your Outlook email, navigate to File, select Info, then click Account Settings....

2.  After you select Account Settings... from the list, make sure that the correct email address is chosen, then click Change

3. Copy the server information from the POP and IMAP Account Settings pop-up. The Incoming mail server is your IMAP server; the Outgoing mail server is your SMTP server. 

4. To find out the mail server port numbers, click More settings..., then navigate to the Advanced tab. Copy the IMAP and SMTP numbers in the Mail Server Port Numbers boxes.


How Do I Sync More Than One Email?

You can sync one e-mail per TaxDome user. However, if you utilize several emails in your business, you can add your other email account to your primary email. Check instructions for the popular providers below:





Did this answer your question?