Messaging
Secure communication: emails, messages, tasks for your clients.
- Chats (Messages)
- Client Tasks in Chats
- Custom Message Templates
- How to Sync Your Email With TaxDome
- Sending and Receiving Emails in TaxDome
- Email Attachments Security
- How to Add a Signature to Your Emails
- Allow Your Team Members to Send Emails on Your Behalf
- Save Attachments Directly to Client Documents
- Custom Email Templates
- How to Stop Email Sync
- Email: Troubleshooting
- Managing Email Settings
- How to Mute Email Threads
- Audit Trail: View a Task’s History in Chats
- Shortcodes: Adding Personal Touch to Emails
- @mentions