Notification Preferences for Accounts

Previously, linked contacts either received all notifications or none. If some contacts only required signature notifications and nothing else, this would create email clutter for them. This is no longer the case.
You can now control specifically which notifications each contact will receive, allowing you to send targeted emails easily and provide top-quality service to your clients
Example: You have a married couple with two contacts linked to one account. Now you can specify that one of the spouses will only receive notification of contracts and signature requests, whereas the other spouse will receive notifications for everything (contracts, document uploads, organizers, client tasks, etc)
https://help.taxdome.com/article/127-multiple-logins-profile-access#5

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​.

Previously, linked contacts either received all notifications or none. If some contacts only required signature notifications and nothing else, this would create email clutter for them. This is no longer the case.
You can now control specifically which notifications each contact will receive, allowing you to send targeted emails easily and provide top-quality service to your clients
Example: You have a married couple with two contacts linked to one account. Now you can specify that one of the spouses will only receive notification of contracts and signature requests, whereas the other spouse will receive notifications for everything (contracts, document uploads, organizers, client tasks, etc)
https://help.taxdome.com/article/127-multiple-logins-profile-access#5

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​.