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Video

Update to Inbox+ Notifications for Messages

Message notifications now include client tasks along with the message status.
All team members with account access will see the updated notification if another team member or client responds to a secure message thread or updates tasks within it.
Reminder:  each message thread has only one notification that is updated and moved to the top when a new event occurs (someone replies or a task is updated).
https://help.taxdome.com/article/104-your-all-in-one-notification-center-inbox#7

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

Update to Inbox+ Notifications for Messages

Message notifications now include client tasks along with the message status.
All team members with account access will see the updated notification if another team member or client responds to a secure message thread or updates tasks within it.
Reminder:  each message thread has only one notification that is updated and moved to the top when a new event occurs (someone replies or a task is updated).
https://help.taxdome.com/article/104-your-all-in-one-notification-center-inbox#7

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​.