Client communication
Intro to client communication channels in TaxDome: chats, email, SMS, organizers, and requests.
Client communication: Overview
Brief guide to all client communication features in TaxDome: client chats, SMS, synced inbox for email
Client chats: Overview
Client chats allows you securely communicate with clients in TaxDome without using third-party applications. Discover about their key features.
Email: Overview
Understand how email sync connects your email provider with TaxDome to centralize client communication.
Shortcode modes in emails
Select accounts or contacts as recipients and get access to different shortcodes.
SMS: Overview
Explore how to use SMS in TaxDome.
Client requests: Overview
Client requests are fast, flexible questionnaires used to get key information from clients quickly.
Organizers: Overview
TaxDome organizers are customizable client intake forms that automate data collection and onboarding.
System-generated emails for clients
Learn how TaxDome’s system-generated emails to clients work.
Email suppression list
Add TaxDome to your contacts or safe senders list to ensure all important messages are delivered to your inbox.