TaxDome Lite: Account Followers


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

The Followers feature allows you to turn on and off notifications about activity in the accounts.

Covered here:

How To Change Your Account Following Settings

If you want to turn off notififcations about account's activity, here are the steps:

Go to Clients from your left sidebar menu, open the Accounts tab, then select one or more clients. Click More Actions in the menu bar, then select either Follow accounts or Unfollow accounts from the pull-down menu. The selected action will be performed for all selected accounts.

How Following Works With Notification Preferences

The  Followers feature allows you to receive notifications about activity in specific accounts. Notification Preferences in the Settings section work on a system level: it allows you to select or deselect specific system events you wish to be notified. To learn more about changing your notifications preferences, go here.

By default, you receive notifications in your Inbox+ and email about all the accounts you follow. If you have opted not to receive certain notifications in the Settings section of your My Account page, you won’t receive them whether you follow the account or not.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us