Client communication
Features for seamless communication with clients in TaxDome.
Client communication: Overview
Brief guide to all client communication features in TaxDome: client chats, SMS, synced inbox for email
Work with Communications page
Access, filter, and manage all client communication (emails, chats, SMS) in one centralized location.
Bulk actions for Communication
Send messages, emails, or SMS to multiple clients at once.
Thread assignment
Assign chat, SMS, and email threads to a team member or yourself
Client chats
Securely communicate, assign tasks, and automate messages—also available in the mobile app to stay connected on the go.
Set up, manage, automate & personalize email communication in TaxDome.
SMS
Send SMS to your clients and manage them.