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 email.
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?