Mark as Read for Client

You can now upload documents to clients’ accounts without sending them notifications. Returning clients or those you’ve imported from other systems and who don’t need to go through onboarding won’t be notified about documents you add to their accounts.
Also, clients can now mark documents as read and they will no longer be labeled as ‘new’.

Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.

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

Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm

You can now upload documents to clients’ accounts without sending them notifications. Returning clients or those you’ve imported from other systems and who don’t need to go through onboarding won’t be notified about documents you add to their accounts.
Also, clients can now mark documents as read and they will no longer be labeled as ‘new’.

Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.

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

Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm