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Firm management
Inbox+ keeps you updated on all firm and client notifications
Your notification center of all emails, messages, tasks, and activities relating to any job or client.
Smart in-app notifications
Consolidate communications and project updates in one place
Reply to @mentions and comments directly from the Inbox+ notifications — get the work done in a few clicks.
Create a task or follow-up from any email. Quickly deal with issues and ensure nothing gets lost as you go about your day.
To help you sort through Inbox+ quickly, choose to see all notifications, invoices, document uploads, emails, or task updates.
Archive unwanted notifications with one click and restore them anytime. Choose to archive for yourself or all team members.
Based on your preferences, notifications can be sent to your email and/or Inbox+.
Industry leader trusted by 10,000+ firms
Uncover success stories and experiences shared by our valued customers
“All employees are working remotely and 99.5% of clients use the tool to work with us. We are getting compliments from our clients all the time and our business can be scaled thanks to TaxDome.”
Jake Mitrovic
President of Pinnacle Accounting, Inc.
“The task creation when a job goes from one stage to another removes the need to initiate conversations internally. TaxDome alerts one of our staff members: now it’s your turn to work on this project. And it keeps us rolling all the time.”
Eric Gray
CEO
“Tax Man To You has built team management processes and scaled the business 2x, bringing in new staff and clients using TaxDome.”
Brittany Pullin
Manager and sales tax associate at Tax Man To You, LLC
Frequently asked questions
Which clients will I receive notifications for?
You will receive notifications for all clients you follow. You can customise the type of notifications and where you receive them (Inbox+, email, or both) — in your personal settings.
What kind of notifications can I receive?
You can receive notifications for chats, emails, contracts, invoices, jobs, tasks, mentions, document uploads, e-signatures, and more. You have full control over the notifications you receive and through which medium you will receive them.
You can filter the notifications by client, type of notification and more. You can also access the full history of notifications in the archived tab.
Will all of my emails go through TaxDome or just emails TaxDome recognises as being from clients?
Emails are automatically filtered for you in the client profile. For each contact, you can indicate which email addresses you wish to sync. For all synced email addresses, you will see the entire communication history and receive notifications in Inbox+ (the smart notification center). In future releases, we will also add the ability to view all emails, not just those linked to existing accounts.
Can I sync my Office 365 email?
You can sync any email address from any provider. We have instructions on how to sync Outlook, Office 365, Yahoo, Gmail, iCloud, and all other IMAP email accounts. See email sync.
How can I see all emails from both parties of a married couple in one account if they use multiple email addresses?
You can include both members of a married couple under a single account. If each person has two email addresses, all four can be added to the client account. You control the toggle for each email address, determining which ones they can use for logging in, receiving notifications, and getting emails.
Can I turn emails into actionable tasks?
When you receive an email from a client, you can turn it into a task right in your notification center (Inbox+).
“You got an excellent app and you’ve improved it a couple of times.”
Russel Hoskins
partner of Hoskins Quiros Osborne & LaBeaume, CPA (17+ staff)