Discussions avec les clients
Securely communicate, assign tasks, and automate messages—also available in the mobile app to stay connected on the go.
Client chats: Overview
Client chats allows you securely communicate with clients in TaxDome without using third-party applications. Discover about their key features.
Start a conversation via client chats
Create new chat threads and initiate reminders. See how it looks from the client's side.
Send messages in client chats
Send text messages, internal notes, documents, videos, images, and client requests in chats, and manage them by editing, deleting, pinning, tracking statuses, and using @mentions.
Work with client chat threads
View, assign, print, archive, delete chats.
Client tasks in chat threads
Assign and track client tasks with interactive checklists, real-time notifications, and progress updates.
Afficher l'historique des tâches du client/la piste d'audit
Track the complete history of client task activity in chat threads.
Create and apply chat templates
Standardize client communication to save time.