TaxDome Lite (Chats): Create & Apply Templates


This page is for TaxDome Lite users only. If you use TaxDome Pro, please switch to this article.

Chat templates are useful when it comes to communications you regularly send to clients. They keep you from having to write the same messages from scratch over and over. It's also helpful to have them handy when you need them.

Covered here:

Creating chat templates

A chat template can be created by a firm owner.

To create a chat template, go to Settings from the left sidebar, select Templates in the menu bar, go to Chats, then click CREATE TEMPLATE.

Below is an explanation of the numbered sections in the Update Message Template window where you create chat templates:

1. Name: Enter a name for the template—what you’ll see when you select it.

2. From: Enter who the message is from.

3. Title: Enter a subject line for the message; it will appear as the name of the communication in the recipient’s messages once it is sent.

4. Add Shortcode: To individualize the message, apply shortcodes to include dynamic data such as for the account name or the date. Shortcodes are available for both the message title and body. Here's more on shortcodes.

5. Body: Compose the message, using formatting, emojis, links and more.

6. Send reminders to clients: Toggle this on to enable sending automatic reminders about unread chats. Learn more about reminders in chats.

7. Client tasks: Add client tasks. Tasks are displayed as a to-do list with checkboxes. Click Add task to add more to-do items. Once a task is completed, either you or the client can check it off. You can learn more about managing client tasks.

8. Save & Exit, Save and Cancel: Click Save & Exit to save the template and go back to the templates list, Save to keep your changes and continue editing the template or Cancel to exit without saving.

Applying chat templates

Once you have made a chat template, use it to speed up creating any new message. Here’s how:

1. Choose an option to create a new message:

  • Click + NEW, then select Chat.
  • Click New Chat in the Communication section of an account profile.
  • Select one or more recipients in your Accounts list, then select Send Message in the pull-down menu.

2. In the Template field, select a template from the pull-down menu.

3. Edit the message or compose a new one.


Note: Changes you make to the message won’t affect the selected template.

Editing chat templates

To make changes to a chat template, follow these steps:

1. Go to Settings from the left sidebar, select Templates in the menu bar, go to Chats, then click on the name of the chat template.

2. Make changes to the chat template, then click Save & Exit.

Deleting chat templates

To remove a chat template completely, go to Settings from the left sidebar, select Templates in the menu bar, then open Chats. Click the three dots to the far right of the name of the chat template, select Delete, then confirm by clicking DELETE in the Delete Confirmation pop-up.

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