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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

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