Automation Examples (Basic): Sending Email

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

Let your pipeline do the work for you: Automate your email. To keep your clients in the know, send automatic, personalized emails to clients at different stages of your pipelines, such as “Dear Lisa: Your return is being prepared“ or “Dear Bart: Your return is being reviewed!“

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

Let your pipeline do the work for you: Automate your email. To keep your clients in the know, send automatic, personalized emails to clients at different stages of your pipelines, such as “Dear Lisa: Your return is being prepared“ or “Dear Bart: Your return is being reviewed!“