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You can mute email notifications about certain email threads.
Use case: one contact (Kate Smith) is the liaison for both her family tax return and two entities you are working on, but she uses the same email for all of them. If Kate emails you about her personal taxes, you can mute that thread for the two entity accounts with one click directly from your Inbox+.
Team members can also mute an email thread as long as they have given the access rights.
How to mute email threads:
https://help.taxdome.com/article/239-how-to-mute-email-threads
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://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: https://taxdome.com/webinars.
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How to Mute Email Thread in TaxDome
You can mute email notifications about certain email threads.
Use case: one contact (Kate Smith) is the liaison for both her family tax return and two entities you are working on, but she uses the same email for all of them. If Kate emails you about her personal taxes, you can mute that thread for the two entity accounts with one click directly from your Inbox+.
Team members can also mute an email thread as long as they have given the access rights.
How to mute email threads:
https://help.taxdome.com/article/239-how-to-mute-email-threads
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://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: https://taxdome.com/webinars.