Activity feed event types

This article lists all event types available in Activity feed , with details on what triggers each and what it contains.

Account

Activity feed displays:

Exporting the account list.
Importing accounts.
Enabling/disabling the Login toggle for contacts.
Sending an invitation link.
Accepting the portal invitation by a client.

Client Chat thread

Activity feed shows when a client chat thread’s assignee is set or changed from the thread view or Inbox+ notification.

Contact

Activity feed displays exporting the contact list and importing contacts.

Email notification

Activity feed displays system email notifications sent to clients, such as:

Reminders
Payment confirmation
Signature requests
Chat notifications

Email thread

Activity feed shows when an email thread’s assignee is set or changed from the thread view or Inbox+ notification.

Firm settings

Activity feed displays anything that is being updated on the Settings > Firm settings page. The Item column shows the settings section.

Integrations

Activity feed displays connecting and disconnecting all integrations available in TaxDome (Stripe, QuickBooks, Zapier, and more).

Invoice

Activity feed displays:

Sending an invoice either manually or via automation
Creating a scheduled invoice
Changing an invoice
Changing the status of an invoice
Applying credit to pay an invoice
Deleting an invoice
Resending an invoice by email or an automated reminder
Downloading an invoice
Printing an invoice
Exporting an invoice. Viewing invoice by a client

Job

Activity feed displays:

Creating a job
Updating a job
Moving a job
Status changing
Exporting the job list
Deleting a job

Note

Because job-event tracking was introduced in 2025, jobs that existed or were last modified before then may not show older activity. Only actions performed after job-event support was released are recorded in the feed.

Job recurrence

Activity feed displays exporting the job recurrence list.

Login

Activity feed displays team members’ and clients’ portal logins.

Organizer

Activity feed displays:

Creating an organizer by a team member, client, or via automation
Viewing an organizer by a client
Starting to fill out an organizer by a client
Resending an organizer
Submitting/unsubmitting an organizer
Sealing/unsealing an organizer
Updating the Reviewed status
Exporting an organizer

Payment

Activity feed displays exporting the payment list.

Payment settings

Activity feed displays:

Changing the payment provider
Updating enabled payment methods
Enabling/disabling prepayments
Enabling/disabling the payment technology fee
Enabling/disabling skipping microdeposit verification for clients

Proposal

Activity feed displays:

Creating proposals, including drafts and the ones created automatically by proposal automation
Editing proposals
Resending proposals
Viewing proposals
Signing proposals
Deleting proposals
Sending proposal reminders
Printing proposals
Downloading proposals

Recurring invoice

Activity feed displays:

Sending a recurring invoice either manually or via automation (inside a proposal)
Turning a draft into an actual recurring invoice
Changing a recurring invoice
Deactivating/activating a recurring invoice
Changing the status of a recurring invoice
Signing a recurring invoice either manually or by signing a proposal that includes it
Deleting a recurring invoice. Viewing a recurring invoice by a client
Replacing the payment method linked to a recurring invoice (Beta)

Report

Activity feed displays generating a payout reconciliation report .

SMS thread

Activity feed shows when an SMS thread’s assignee is set or changed from the thread view or Inbox+ notification.

Task

Activity feed displays:

Creating tasks, including the ones created automatically by task automation or recurring ones
Editing tasks (changing the assignee, name, description, subtasks, priority, status, start date, due date, tags)
Deleting tasks
Exporting the task list