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Video

Use Contact Shortcodes in Bulk Emails & Schedule Emails

We added three new features to improve your experience when sending emails in TaxDome.
Customize your bulk emails with contacts or accounts shortcodes to add a personal touch to them.
Now you can select account contacts to send emails to. It doesn’t have to be all emails that are linked to the account, you can choose one or some of them.
Plan emails ahead — schedule the exact time and day you want your client to receive your email!

Learn more about sending emails in TaxDome: https://help.taxdome.com/article/159-sending-and-receiving-emails-in-taxdome

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

Use Contact Shortcodes in Bulk Emails & Schedule Emails

We added three new features to improve your experience when sending emails in TaxDome.
Customize your bulk emails with contacts or accounts shortcodes to add a personal touch to them.
Now you can select account contacts to send emails to. It doesn’t have to be all emails that are linked to the account, you can choose one or some of them.
Plan emails ahead — schedule the exact time and day you want your client to receive your email!

Learn more about sending emails in TaxDome: https://help.taxdome.com/article/159-sending-and-receiving-emails-in-taxdome

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​.