Our most widely used features for teamwork
Once you’ve onboarded everyone, you’ll see just how much the teamwork can be enhanced on TaxDome. You’ll choose access levels for team members, add them to pipelines and assign them to jobs and tasks—but there’s more! Here, we’ve put together some of the team-management tools our users find most helpful.
Use comments inside tasks & jobs
Need to share information with team members about a specific task or job? Add a note in the Comments field so that assigned team members can see it.
Mention specific team member
Type @ followed by a team member’s name to tag them. This allows you to ask a specific colleague a question or discuss something with them without assigning them to the task. This works in chats, comments, task/job descriptions and notes.
Reply to notifications
When someone mentions you, a notification is sent to your Inbox+. You can even reply to certain notifications directly from your Inbox+.
Assign threads to team members
Assign chat, SMS and email threads to team members to clarify who’s responsible for each conversation. This helps organize communication and ensures no client message is overlooked.
Assign threads on the Communications page, when creating a new chat, or directly from an Inbox+ notification. View all threads assigned to you by navigating to Communications > Assigned to me.
To automate thread assignments, set the Thread assignee field in your chat and email templates. When you use these templates, the resulting threads are automatically assigned to the specified team member.
Keep notes about clients & jobs
Get started with notes in client accounts and jobs. Each section includes links to detailed instructions.
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Use notes in client accounts . Write account-specific notes to assist with performing various services for the client. Tag colleagues in the note using @ to ensure they see it.
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Link notes to tasks & jobs . Team members working on a job or task can link relevant account notes to it. Linking ensures that client-specific information is always readily available. The mobile app allows you to view and edit account notes or create new ones on the go.
Team chats
Use Team chat for real-time private collaboration between firm members. Group channels and 1-1 direct messages are available.
Create procedure cheat sheets
Learn how to create pages for onboarding or standard operating procedures. Each section includes links to detailed instructions.
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Create Wiki pages . Develop pages for onboarding, standard operating procedures, and more. Once created, link these pages to jobs so team members can easily access them and perform their work efficiently.
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Add Wiki pages to jobs to ensure team members always have instructions to perform their work efficiently.
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