Client communication

Intro to client communication channels in TaxDome: chats, email, SMS, organizers, and requests.

Client communication explained

Overview of client communication in TaxDome: how chats, email and SMS keep firm-client interactions secure and in one place.

Client chats allows you securely communicate with clients in TaxDome without using third-party applications. Discover about their key features.

Understand how email sync connects your email provider with TaxDome to centralize client communication.

Select accounts or contacts as recipients and get access to different shortcodes.

Explore how to use SMS in TaxDome.

Client requests are fast, flexible questionnaires used to get key information from clients quickly.

TaxDome organizers are customizable client intake forms that automate data collection and onboarding.

Learn how TaxDome’s system-generated emails to clients work.

Add TaxDome to your contacts or safe senders list to ensure all important messages are delivered to your inbox.