🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more
Featured Article
By default, your clients always get an answer from the person whom they are writing. However, sometimes you may want to allow your team members to send replies from your email.
To do that, you don’t need to give them access to your email or TaxDome account, which is unsafe. Instead, navigate to Settings, then turn the Allow others to send from my email toggle.
Once this feature is enabled, your team members who have been given access to a specific client’s account will be able to select you as the sender of each message. This will work even if their email is not synced.
Document
Email (Advanced): Enable Team Members to Send Email on Your Behalf
By default, your clients always get an answer from the person whom they are writing. However, sometimes you may want to allow your team members to send replies from your email.
To do that, you don’t need to give them access to your email or TaxDome account, which is unsafe. Instead, navigate to Settings, then turn the Allow others to send from my email toggle.
Once this feature is enabled, your team members who have been given access to a specific client’s account will be able to select you as the sender of each message. This will work even if their email is not synced.
