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Don’t let your clients forget about your message – ping them!
While creating a chat—or setting up a Send Message automation in a pipeline—enable the Reminders if you want an email to go out to the client when they don’t respond within a certain timeframe.
Don’t forget about tasks that you can add to messages that you send to your clients.
Learn more about chats in TaxDome: https://help.taxdome.com/article/155-secure-messages#13
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.
Video
How to Set up Reminders in Messages
Don’t let your clients forget about your message – ping them!
While creating a chat—or setting up a Send Message automation in a pipeline—enable the Reminders if you want an email to go out to the client when they don’t respond within a certain timeframe.
Don’t forget about tasks that you can add to messages that you send to your clients.
Learn more about chats in TaxDome: https://help.taxdome.com/article/155-secure-messages#13
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.
