Messaging
Secure communication: emails, messages, tasks for your clients.
- Messages (Basic): Send Manually or Automatically
- Messages (Basic): Client Tasks
- Messages (Basic): Create & Apply Templates
- Email (Basic): Sync Your Email With TaxDome
- Email (Basic): Send, Reply, 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
- Messages (Basic): View Client Task History/Audit Trail
- Email (Advanced): Shortcode Modes
- Email (Advanced): Schedule Ahead
- Messages (Advanced): Link to Jobs, Set Up Automove
- Messages (Basic): View, Archive, Delete
- System Wide Shortcodes