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How to Sync Your Email with TaxDome

By Mary Cooper

updated 2 days ago

Say goodbye to cluttered inboxes! There is no need to create individual folders for each client and stay cc'ed on emails that don’t require any action on your end.

With TaxDome, you have shared inboxes for every client. It’s easy, organized, and incredibly useful. Just sync your email account with TaxDome and you’re ready to use it. 

Click the Show me button on the onboarding banner at the top of the page and then select Sync email.

OR

Click your avatar at the bottom right, select View Profile, then click the Sync Email button.

Selecting Your Email Provider

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

How to sync your Outlook account

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

Your mail is now synced. You will be automatically redirected to TaxDome. 

How to sync your Office 365 account

If you’re using Office 365, your address is already put into the email field. Enter the password for your Microsoft account, then click Sign in

Your mail is synced. You’re redirected to the TaxDome. 

How to sync your Yahoo account

If you’re using a Yahoo! Email address, you'll need to tweak your account security settings before you can sync your email to TaxDome:

If you use two-factor authentication on your account:

If you have two-step verification enabled on your account, you'll need to create an app password first. 

  1. Navigate to yahoo.com and sign in to Yahoo Mail.
  2. Go to your Yahoo! Account settings, then open the Account security tab.3. Click Generate app password, then select Other app and click Generate. Copy the password.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 mail is now synced. You will be automatically redirected to TaxDome.

If you don't use two-factor authentication on your account:

If you don't have two-step verification enabled on your account, you'll need to change your account security settings before you can sync your email.

  1. Navigate to yahoo.com and sign in to Yahoo Mail.
  2. Go to your Yahoo! Account settings, 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

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 mail is now synced. 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 use your mail in TaxDome.  

  1. Check your email address and click Next

2. Enter your email password and then click Next. If you have two-factor authentication enabled for your Gmail account, you will be asked to authenticate using your mobile device. 

3. Click Allow to allow access to Nylas Sync Engine.

Your mail is now synced. You will be automatically redirected to TaxDome. 

How to sync your iCloud account

If you don't have two-step verification enabled on your iCloud account, enter the password for your email, then click Sign in

 
If you have two-factor authentication enabled for 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 > Security, then 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 mail is now synced. You will be automatically redirected to TaxDome. 

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


You can obtain your server settings from your email provider.

How to get your email server details from Outlook

If you’re using Outlook, it’s easy to get your email server details from there. Here’s how to do it:

  1. Start your desktop Outlook, navigate to File > Info, then click Account Settings.

2. Select Account Settings... from the list, make sure that the correct email address is selected, then click Change

3. Copy the server information from the POP and IMAP Account Settings pop-up. Incoming mail server is your IMAP server, 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 mail server port numbers for IMAP and SMTP.


Start Using Your Mail in TaxDome

Once the account is synced, you cam write messages to your clients from TaxDome. Click the +NEW button on the Sidebar, select Email, then select the client from the list. 

You can also go to Clients, then click the client's name, and go to the Email tab. The New Message button will be green. This signifies that you’re now able to send messages, view and respond to client messages within the client profile, assign tasks from emails, and more.

For better communication, we encourage all members of your team to sync their email to TaxDome. If other members of your team have synced their email, their messages with the client will be shown on the Email tab in the client's profile.

If one of your staff communicates with a client, you do not need to clutter your own inbox by being cc'ed --- you can access those emails at any time from within the client profile.

You may stop email sync or change the email address that is synced to TaxDome at anytime. 



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