Settings (Advanced): Set up Your TaxDome-Generated Emails

There are several types of system-generated emails on TaxDome. While their default settings are configured to the most frequently needed ones, you can also customize them.

Covered here:

Emails From TaxDome to the Firm Owner

These system-generated emails inform the firm owner about TaxDome trial, registration, subscription, and team member registration.

  • The language of these emails matches the language set for the firm owner's account in Settings (see the article).
  • You always receive these notifications to your login email, not to the email synced with TaxDome.

Notification Emails From TaxDome to Team Members

These system-generated emails inform you about all TaxDome activity related to clients, such as new messages, automatically created jobs, submitted organizers, and so on.

  • The language of these emails matches the language set for the firm owner's account in Settings (see the article).
  • You always receive these notifications to your login email, not to the email synced with TaxDome.
  • You can turn on and off notifications for different events (see the article).
  • You can turn on and off notifications for specific clients by changing the account following options (see the article).

Standard Emails From Your Firm to Clients

These system-generated emails go out to clients when they are requested to complete an organizer, upload a document, or sign a contract, or when they are reminded about a pending action they must complete. They are sent to all contacts of a client account who have NOTIFY toggled on. Find out more about notifications here.

The language of these emails matches the language set for the client's portal in their Settings (see the article).

In system-generated emails:

  • The word “TaxDome” does not appear.
  • Your firm’s name is displayed at the top.
  • Your firm’s address, phone number, and website are shown in the footer (what you provided in your Firm Settings inside the Firm Details tab in the Contact Details section). For more details, go here.
  • The Reply to field includes the email specified in Default reply-to email for system emails (in your Firm Settings inside the Firm Details tab in the Contact Details section).

  • The BCC field of system-generated emails includes the email specified in Do you want to receive a copy of system alerts that TaxDome sends to clients? (in your Firm Settings inside the Firm Details tab in the Contact Details section).
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Custom Emails From Your Firm to Clients

pro

This section applies to TaxDome Pro! pricing plan only. You can upgrade anytime.

You can customize all system-generated emails sent from your firm to clients by changing the footer. Those settings can be changed by a firm owner or admin.

  • Hide your firm’s address, phone number, and website (the information you provided in your Firm Settings inside the Firm Details tab in the Contact Details section).
  • Show your social network links (add them in the Social Media Links section in the the Firm Settings tab).
  • Show your firm’s logo at the top (upload it in the Logo Upload section in the Firm Settings tab).

You can also decide to include client tasks list in email notifications about new chat messages.

To configure system-generated emails:

  1. Navigate to Settings, select the Firm Settings tab.
  2. In the System-Generated Emails section, toggle on your preferences.

If you toggle on all options, your system-generated emails look like this:

Emails From the Firm to Team Members

pro

This section applies to TaxDome Pro! pricing plan only. You can upgrade anytime.

These system-generated emails inform team members about their own TaxDome portal accounts—e.g., when they reset their password, activate their account, etc. This also includes emails about team members’ assigned clients performing actions, such as answering a message, signing a contract, etc. Team members are able to select which email notifications they wish to receive.

The language of these emails matches the language set for team member's account in Settings (see the article).

With all team member system-generated email:

  • The word “TaxDome” does not appear (except when the email is about an account activation, a password update, or an onboarding invitation).
  • The firm name is displayed at the top.
  • The Reply-to and BCC fields are empty.
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