Sync your email account with TaxDome to send emails from the web portal and get a shared inbox for each client. In this article, you will find detailed sync instructions for different email providers.
Sync your email provider
To begin email sync:
Click your profile at the top right.
Go to
Account settings.
In the Email sync section, ensure that the email address you want to sync is displayed. Type another email address in the field if you want to change it.
Click
Connect mailbox.
In some cases, you’ll be redirected to the email account sign-in page by default. If you’re presented with the IMAP setup screen but are using Gmail or Microsoft, click Back and manually select your provider. For other providers like Yahoo or iCloud, choose View all providers to find your email service.
Note
Proton Mail is unavailable for sync with TaxDome due to their encryption algorithm.
Find your provider
Skip ahead to your email provider to see step-by-step sync instructions:
By default, emails from the past year are synced for all providers. Please check with your provider for a complete list of sync restrictions.
Gmail
▶Show instructions
On the opened page, click
Sign in with Google.
Select your Google account. If you are logged out, enter your email account password (not your TaxDome password). If you enabled two-step verification on your Gmail account, you will be asked for the code sent to your phone.
Click
Continue.
Click Select all to give TaxDome access to your mailbox, and click Continue.
Your email is now synced, and you will be automatically redirected to TaxDome.
Outlook
▶Show instructions
Enter your email account password (not your TaxDome password) and click Sign in. To ensure accuracy, try logging into your email provider’s webmail first.
Your email is now synced, and you will be automatically redirected to TaxDome.
Microsoft 365
▶Show instructions
If you’re using a business Microsoft 365 account, you will be automatically redirected to the Microsoft website, and your address will be automatically populated into the email field. Select one of the sign-in options for your Microsoft account.
Your email is now synced, and you will be automatically redirected to TaxDome.
If you encounter the error message ’
Request to mailbox service was not authorized’ while trying to synchronize your email address with Microsoft 365, it may be due to two-step verification. If you have two-step verification enabled for your email address, you must generate an app password.
To create a new app password for an app or device:
Under Advanced security options, select Create a new app password. A new app password is generated and appears on your screen.
Enter this app password during email synchronization.
You can repeat these steps to create an app password for as many apps or devices as you need:
Now, you can synchronize your email successfully with Microsoft 365.
Yahoo!
▶Show instructions
If you use Yahoo!, go to your account security settings before you can sync your email:
Navigate to
yahoo.com and click your name at the upper right corner.
Select
Manage your account.
Go to the Security tab.
Click
Generate app password.
Type TaxDome and click
Generate password. Then, copy the password and close the pop-up.
Once the app password is generated, you’ll be able to sync your account with TaxDome.
6. Enter the app password you’ve just created, then click
Log in.
iCloud
▶Show instructions
As for iCloud, you should create an app password before you can sync your email:
In the
Sign-In and Security section, select App-Specific Passwords.
Click
Generate App-Specific Password, enter the password label and click
Create. Copy the password and click Done.
Once the app password is generated, you’ll be able to sync your account with TaxDome.
4. Enter the password for your email, then click
Log in.
Your email is now synced, and you will be automatically redirected to TaxDome.
Zoho
▶Show instructions
Click View all providers in the list.
Opt for IMAP to manually input the required information.
Provide the following information:
Your email address
Password: Your email account password (ensure it’s correct by logging into your webmail).
IMAP Host: imap.zoho.com; Port 993.
SMTP Host: smtp.zoho.com; Port 5873.
Click Log in to initiate the synchronization process.
Other providers (IMAP)
▶Show instructions
If your firm’s email provider isn’t listed in TaxDome’s email provider options, you can still synchronize it manually. Follow these steps to guide your firm through the process:
Click View all providers in the list.
Opt for IMAP to manually input the required information.
Provide the following information:
Your email address
Password: Your email account password (ensure it’s correct by logging into your webmail).
IMAP Host and Port: Obtain these from your email provider or click Autodetect settings.
SMTP Host and Port: Obtain these from your email provider or click Autodetect settings
If automatic detection fails, please contact your email provider for the correct server settings.
Warning
You must provide the IMAP and SMTP settings. Without them, you will not be able to send emails, even if the email account is connected.
Click Log in to initiate the synchronization process. You can find example settings for various email providers online.
That’s it! You synchronized an email address not listed in TaxDome’s default email provider options.
Get email server details from Outlook
▶Show instructions
If you’re using Outlook, you can get your email server details by following these steps:
Open your Outlook email, navigate to
File, select Info, then click Account settings…
After selecting
Account settings from the list, select the correct email address, then click Change.
Copy the server information from the
POP and IMAP account settings pop-up. Your Incoming mail server is your IMAP server, and your Incoming mail server is your SMTP server.
To find out the mail server port numbers, click
More settings, then navigate to the Advanced tab. Copy the IMAP and SMTP values in Mail server port numbers.
How to 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 the instructions for the popular providers below:
If your email synchronization is not working properly, you can manually trigger a full resynchronization. This feature initiates a complete background sync of your mailbox.
To manually force a sync:
Click your profile at the top right.
Go to Account settings.
In the Email integration section, click Force sync.
The system will start a complete synchronization in the background. This may take some time depending on the size of your mailbox.
Stop email sync
You might need to disable email sync if your firm changes communication methods (e.g., an email address is changed). You can stop email sync at any time. To do this:
Click your profile at the top right.
Go to Account settings.
In the Email integration section, click Disconnect mailbox and confirm this action in the pop-up.
Unsyncing your email address means that any pipeline automations involving email sending will no longer work.
Handle sync notifications
You may encounter the following email sync notifications:
In case email sync is not enabled: “You have not synced your email account with TaxDome so you won’t see notifications about mail sent your email account. Sync your email account in Profile settings”.
In case it stopped working: “Email synchronization stopped working. Please disable and enable it again in your profile settings”.
Click on this notification, and choose one of the following options:
Remind later — remove the notification for 24 hours.
Never show again — permanently remove the notification.
