🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more
Featured Article
Message templates are for communications you regularly send to clients. They also are used in pipelines as automations to send automatic notifications to clients. They keep you from having to write the same messages from scratch over and over and make it so you have them handy when you need them.
Document
Messages (Basic): Create & Apply Templates
Message templates are for communications you regularly send to clients. They also are used in pipelines as automations to send automatic notifications to clients. They keep you from having to write the same messages from scratch over and over and make it so you have them handy when you need them.
