Message Template Available while Creating a One-off Message

You can now opt for a template or type a one-off message to a client.
Team members must have access to manage templates to be able to see the templates in the dropdown.
Reminder: message templates can also be sent in bulk or as automations (automatically sent to clients after certain actions, e.g. when they send you documents, or you prepare their return, etc.)
https://help.taxdome.com/article/155-secure-messages#3.

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.

You can now opt for a template or type a one-off message to a client.
Team members must have access to manage templates to be able to see the templates in the dropdown.
Reminder: message templates can also be sent in bulk or as automations (automatically sent to clients after certain actions, e.g. when they send you documents, or you prepare their return, etc.)
https://help.taxdome.com/article/155-secure-messages#3.

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.