Communication client
Fonctionnalités pour une communication fluide avec les clients TaxDome .
Client communication: Overview
Brief guide to all client communication features in TaxDome: client chats, SMS, synced inbox for email
Actions groupées pour la communication
Send messages, emails, or SMS to multiple clients at once.
Thread assignment (Beta)
Assign chat, SMS, and email threads to a team member or yourself
Discussions avec les clients
Securely communicate, assign tasks, and automate messages—also available in the mobile app to stay connected on the go.
Set up, manage, automate & personalize email communication in TaxDome.
SMS
Send SMS to your clients and manage them.