Client management

Secure email integration

Sync any email provider with TaxDome for complete transparency of every client interaction across your team.

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Minimize busy work and communicate efficiently

Boost productivity and foster team collaboration with a shared mailbox

Automatically send emails triggered by actions like settling invoices or e-signing documents. Streamline communication and focus on client care while maintaining a personal touch.

Sync your existing email with TaxDome so your team can collaborate within a shared inbox. No more Cc or Bcc on emails.

Reach out to multiple clients by sending emails in bulk. Create templates and personalize emails using shortcodes, whether you want to share important updates or send notifications.

If clients email you documents, save them directly to the client profile as if they uploaded them themselves.

4.7/5 across 7,600+ reviews

The fastest growing practice management platform on the planet

See how customers are raving about us on places like G2 and Capterra.

Brittnie Eiden,
owner of Eiden Tax&Accounting

“I have all of my clients’ emails synced so I don’t have to go through my personal mailbox to find all of their emails – it comes all into my inbox at TaxDome. I can check through them and I know that those are important because they are from paying clients, and it’s not going to get filtered out by somebody else that is just there asking, or spam emails that come through, or anything like that.”

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Randy Joseph and Deva Hetrick,
Co-founders of Joseph&Hetrick, LLC

“We keep all client communication in TaxDome. Instead of constantly sifting through hundreds of email threads in Gmail or Outlook, the team now has quick access to communications for the whole project.”

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S.H.

Sydney H.
Highley CPA

‘’People would email us or call us, ‘Hey, I am just checking on my return, can you let us know what the status is?’ We tried to stay ahead of the waves. TaxDome helped us with automatic emails with my videos: ‘Your taxes have been prepared but they are now in review. Stay tuned.’ It’s probably the best software I’ve ever used in my entire career.’’

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Brittany Pullin,
manager and sales tax associate at Tax Man To You, LLC

“With TaxDome we’ve been able to gather client management and job management in one place: communicate with clients, store data, create organizers to obtain data from clients, assign tasks to our team. It’s been a game changer.”

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Winner Comprehensive Firm Workflow Solution

Emails integrated into your workflow

Every email between your firm and clients is in one shared inbox.

Customize and personalize email templates to fit your firm’s needs.

Schedule emails to be sent at the right time.

Add images and documents to emails from your TaxDome or computer.

Add a custom signature to every email you send.

Frequently asked questions

Can I sync my whole email history with TaxDome?

Yep! All email history with your contacts will be pulled in automatically. When you view a client account on TaxDome, prior correspondence between your team and the client will automatically populate.

When I create an email in Outlook, does it go to TaxDome?

Yes, everything you do in Outlook, Gmail, or with other email providers can be synced with TaxDome.

If an email is sent from TaxDome, will a copy be sent to Outlook or other email providers?

Yes, TaxDome works as a front end for email. But instead of overwhelming you with emails in a single inbox, it organizes them by client account.

Will all of my emails go through TaxDome or just emails TaxDome recognizes as being from clients?

The latter. When the email-sync toggle is turned on, you’ll be able to see everything in the email section and in Inbox+ (the smart notification center).

I have a couple of clients in my networking group and don’t need the emails for them in their TaxDome accounts.

We have a “mute” button so that any emails that are not relevant won’t show up in the client email history.

How can I see all emails from both parties of a married couple in one account if they use multiple email addresses?

You can have both members of the married couple under one account. If each person has two email addresses, you can include all four email accounts in one client account. You control the toggle for each email address that you want them to be able to use for logging in, getting notifications, and receiving emails.

Can I use TaxDome to send emails?

Definitely. You can send emails directly from your TaxDome account, and you can avoid redundant work by sending personalized emails in bulk. When you have lots of emails going out on the same date, you can schedule them in advance. You can also set up your pipeline so that emails are sent automatically when the job reaches a certain stage.

Can I send bulk emails?

Sure. Go to the client list, filter the client list (you can use tags to sort clients), bulk-select the clients, then send the email.

Can I customize the emails I send to clients?

Yes, emails are fully customizable and include full HTML editing. You can also include your own branding, such as your logo.

How do I send automated emails to clients?

Absolutely, by scheduling emails or adding templates to your pipeline. Whenever a job gets to a certain stage in the pipeline, the email will be sent automatically. For example, as soon as you start work on a client’s tax return, you can have a customized template email sent to them automatically that says something like “We’ve begun working on your return!”

Can I set a date for when an email needs to be sent?

Yes, you can schedule emails to be sent anytime later. More on scheduling emails for later.

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Secure email integration

Boost productivity and foster team collaboration with a shared mailbox

The fastest growing practice management platform on the planet

Emails integrated into your workflow

Every email between your firm and clients is in one shared inbox.

Customize and personalize email templates to fit your firm’s needs.

Schedule emails to be sent at the right time.

Add images and documents to emails from your TaxDome or computer.

Add a custom signature to every email you send.

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