Communication
Secure communication: emails, chats, tasks for your clients
- Chats (Basic): Send Manually or Automatically
- Chats (Basic): Client Tasks
- Chats (Basic): View Client Task History/Audit Trail
- Chats (Basic): Create & Apply Templates
- Chats (Advanced): Group Chat Threads
- Chats (Basic): View, Print, Archive, Delete
- TaxDome Shortcodes
- Email (Basic): Sync Your Email With TaxDome
- Email (Basic): Send, Reply, Print, Add Images
- Email Attachments Security
- Email (Basic): Add a Signature
- Email (Advanced): Enable Team Members to Send Email on Your Behalf
- Email (Basic): Save Attachments to Client Docs
- Email (Basic): Create & Apply Templates
- Email (Basic): Stop Email Sync
- Email: Troubleshooting
- Managing Email Settings
- Email (Advanced): Mute Threads
- Email (Advanced): Shortcode Modes
- Email (Advanced): Schedule Ahead