Set up, manage, automate & personalize email communication in TaxDome.
Email: Overview
Understand how email sync connects your email provider with TaxDome to centralize client communication.
Set up email sync
Get detailed sync instructions for different email providers.
Email settings
Change your email settings to enhance your communication experience.
Send emails
Send, schedule, reply to, and manage client emails directly within TaxDome.
Work with email threads
View, assign, print, search the email thread
Create & apply email templates
Standardize email communication, save time, and automate emails with templates.
Send emails in bulk
Utilize personalized bulk emails with templates and shortcodes.
Shortcode modes in emails
Select accounts or contacts as recipients and get access to different shortcodes.
Email attachments security
Are attachments safe? See how TaxDome deals with the files you attach to emails.
Email: Troubleshooting
Clear steps to resolve email issues quickly.