TaxDome Lite: Statuses Overview
This page is for TaxDome Lite users only. If you use TaxDome Pro, please switch to this article.
What’s happening with a document or message now that you’ve sent it to the client? TaxDome's Status feature lets you know at a glance with color-coded tags. Statuses help you prioritize your work and know when it’s your turn to take charge. Learn all about statuses on TaxDome Lite.
Covered here:
Chat Thread Statuses
These statuses keep you up-to-date on all active and unread chat threads. View them in the Clients section.
What the chat thread statuses mean:
- Active: The chat thread is still ongoing. To avoid clutter, archive or delete it once you and the client have finished the exchange.
- Unread: This means at least one message in a chat thread hasn’t yet been opened and read.
Clicking on the status of a chat takes you to the chat thread. Filter accounts by chat status: For more details, go here.