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Email Sync

Replies, Forwards, CC’s and BCC’s, emails can pile up quickly
in today’s digital age. This is particularly true if you are
a business owner managing multiple clients. TaxDome’s Email
Sync feature allows you to avoid inbox clutter and streamline
your communications, with your clients and with your staff.

Shared mailbox

Sync your existing email & seamlessly manage 1000s of emails and never drop the ball again.

No need to be cc’ed on emails anymore. Each client profile automatically shows all emails to and from the client to any member of your staff. If a team member falls ill or leaves the firm, you can still pick up right where they left off and reassign work.

Stay organized

If clients e-mail you files, save directly to the client profile as if they uploaded it themselves.

Don't worry,
it'll be easy.

Real people to answer your questions.
White-glove setup & onboarding.
Import tools to transition quickly.
Unlimited contacts, e-sign, storage.
Try a 2 week trial today, no credit card required.