Messaging

Use secure messages to communicate with your clients. Send and reply to emails right from TaxDome.

Secure Messages Overview

Messages are chat threads you can exchange with your clients inside TaxDome, securely. Messages are helpful because they are organized neatly within the client profile, and you can always see how...

Avatar

By Mary Cooper

updated 12 days ago

Creating Secure Messages

When you are preparing documents for your clients, it is likely that you will have additional questions arise for them. Occasionally you might choose to use email. However email is not secure and...

Avatar

By Mary Cooper

updated 12 days ago

Managing Secure Messages

Timely responses to messages can be very useful in building a good relationship with your customers. Learn how to manage your messages at TaxDome, including how to view, edit, delete, sort, filter,...

Avatar

By Mary Cooper

updated 23 days ago

How to Sync Your Email With TaxDome

Say goodbye to a cluttered in-box. With TaxDome, you won’t need to create a folder for each individual client or remain cc’d on an email that doesn’t require a response. Instead, TaxDome gives you...

Avatar

By Mary Cooper

updated about 2 months ago

Sending and Receiving Emails in TaxDome

There are lots of ways to communicate with clients, but email is the most common. Which is why our email integration feature lets you send emails to your clients without using Gmail or any other...

Avatar

By Mary Cooper

updated 7 days ago

Managing Email Settings

Already using TaxDome email sync feature? Check some additional settings, to make your experience even more pleasant. Adding a Signature to Your Emails Allowing Your Team Members to Send Emails...

Avatar

By Mary Cooper

updated 4 months ago

Email Attachments Security

Email attachments: are they safe? Let us see how TaxDome deals with the files you attach to emails sent from your portal or when share documents with third parties. First, there are two options for...

Avatar

By Mary Cooper

updated 7 days ago