Send emails
Set up, manage, automate & personalize email communication in TaxDome.
Email explained
Understand how email sync connects your email provider with TaxDome to centralize client communication.
Send emails
Send, schedule, reply to, and manage client emails directly within TaxDome.
Send emails in bulk
Utilize personalized bulk emails with templates and shortcodes.
Save email attachments to client docs
Automatically save files sent by clients to their Docs.
Work with email threads
View, search, and filter email threads, plus view system emails.
Actions with email threads
Assign, print, link to a job, or delete email threads.