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Video

Create Message in Sidebar

Creating secure messages now takes even less time!
Now, you can create a new message in the right sidebar – no need to open a new page for that.
To go to the thread you started with the client, just click Go to message after sending.

Learn more about secure messages in TaxDome: https://help.taxdome.com/article/155-secure-messages

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms taxdome.com/

If you haven’t heard of TaxDome, join our daily demo to see automations in action: taxdome.com/demo

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: taxdome.com/webinars

Video

Create Message in Sidebar

Creating secure messages now takes even less time!
Now, you can create a new message in the right sidebar – no need to open a new page for that.
To go to the thread you started with the client, just click Go to message after sending.

Learn more about secure messages in TaxDome: https://help.taxdome.com/article/155-secure-messages

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms taxdome.com/

If you haven’t heard of TaxDome, join our daily demo to see automations in action: taxdome.com/demo

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: taxdome.com/webinars