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Inbox+: personalized notification hub of firm & client activity

Your notification center of all emails, messages, tasks and activity relating to any job or client.

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Inbox+: personalized notification hub of firm & client activity

Smart in-app notifications

Project updates & communication: intra-firm and firm-client

TaxDome Inbox+ notification center makes it easier to stay on top of day-to-day operations and to keep track of your projects. Inbox+ goes well beyond emails. On one easy-to-navigate page, in addition to messages and important notifications, you start and finish projects, create tasks, view and download documents, save attachments and more.

Respond directly from the notification

Reply to @mentions and comments directly from the Inbox+ notifications — get the work done in a few clicks.

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Turn notifications into actionable tasks

Create a task or follow-up from any email. Quickly deal with issues and ensure nothing gets lost as you go about your day.

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Filter by activity type

To help you sort through Inbox+ quickly, choose to see all notifications, invoices, document uploads, emails or task updates.

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Stay focused and on track

Move items from your To Do list to Archived with the click of a mouse. Never lose track of what you’re doing and restore notifications to active status at any time, should the need arise.

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Customize notification preferences

Based on your personal settings, have notifications arrive to email and/or Inbox+.

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Respond directly from the notification
Turn notifications into actionable tasks
Filter by activity type
Stay focused and on track
Customize notification preferences

What clients say about TaxDome

Inbox+ helps our clients build effective team management and stay up-to-date on important updates.

TaxDome made my life so much easier this year!! Looking forward to next tax season!! 98% of my clients used tax dome this season, saved a ton in paper, toner, tax folders and most importantly TIME! Thank you ALL for all your knowledge and help

Yessie Yessenia

Yessie Yessenia

CEO
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Inbox+ is a game changer as far as features go. That’s the feature in TaxDome that automatically moves emails from clients to a firm-wide burndown list that allows you to check them off as you resolve items.

Richard

Richard

Accountant
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$2,300

Yearly tech savings

I have been able to drastically reduce other subscriptions in my technology stack by approximately $2,300/year by leveraging TaxDome.

Lynnorra P,

Lynnorra P,

Accountant
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99.5%

Client adoption

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.

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2X

Growth

Tax Man To You has developed processes, grown the team to 6 staff and grew revenue 2x since using TaxDome

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Inbox+ features

Make use of Inbox+ features to keep yourself updated when your team or clients complete important actions. Receive timely notifications when a client sends a message, completes a task, fills out an organizer, or engages in any other activity, all delivered to one convenient place.

Notification preferences

Notification preferences

Get notifications by toggling them on and off

Task notifications

Task notifications

Stay up to date with tasks to better track and plan your work

Email notifications

Email notifications

Client email alerts ensure that you don’t miss any information

Creating tasks on the spot

Creating tasks on the spot

Create a task or follow-up from any email

Filtering

Filtering

Narrow down your notification list for faster search results

Bulk actions

Bulk actions

Simplify your work with bulk actions for notifications

Chat updates

Chat updates

Get chat updates, use @mentions for teamwork

Archived tasks

Archived tasks

Move items from your To Do list to Archived with one click

Case studies

Discover how our clients improved their team and client management, as well as overall performance, by successfully incorporating TaxDome into their practices.

Polaris Tax & Accounting

Polaris Tax & Accounting: post-acquisition expansion from 50 customers to 1,500+

We don’t have to worry about having external drives for the data. We don’t have to worry about having a digital signature software provider. It just makes it easier to have everything in one single platform.

 

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The Carter Cook CPAs experience: building a new age accounting firm

The Carter Cook CPAs experience: building a new age accounting firm

Carter Cook CPAs elevated team performance and enhanced customer experience by harnessing TaxDome’s robust tools: email automations, CRM, conditional organizers and project management boards.

 

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Coming soon

One omnichannel inbox for all client communications

SMS, secure chats, email: centralize every customer conversation in one platform. With Global communication, you keep all communications across your firm in one place, while your customers get a seamless experience.

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One omnichannel inbox for all client communications

Implementation and Training "We have you covered"

Personalized support and assistance to ensure your firm’s success, as an add-on service. Learning new software can be intimidating, which is why our team will create a customized plan based on your firm size, services, and goals with full access to:

  • The knowledge base
  • TaxDome Academy
  • Webinars
  • TaxDome community
  • Premium support
  • Free group onboarding
  • Paid advanced team training
Implementation and Training
Looking to boost your firm's profitability and efficiency?

Looking to boost your firm's profitability and efficiency?

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Your concerns, answered

Frequently asked questions

Which clients will I receive notifications for?

You will receive notifications for all clients you follow. You can customize the type of notifications you receive and through which avenue (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 recognizes as being from clients?

Emails are automatically filtered for you in the client profile. For each contact, you will be able to indicate which email addresses you wish to sync. For all synced email addresses, you will see the entire history of communication and you will receive notifications via Inbox+ (the smart notification center). In future releases, we will also be adding in the ability to see 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.

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