Use Team chats
Team chat is a feature for real-time private collaboration between firm members. It allows to create internal channels for various topics (e.g., Tax return Q2, Tax season 2025, Internal issues), and to exchange direct messages securely within the portal.
El chat de equipo, explicado
The Team chat is ideal for complex and extensive conversations, such as confirming details before reaching out to a client or discussing non-client-related topics. This functionality is designed exclusively for private communication within the firm on the TaxDome web portal, ensuring that clients cannot see internal discussions.
There are 2 types of chats:
- Channels — group chats. Can be public — available for everyone, or private — available for invited users, firm owners and admins ( more on managing channels );
- Direct messages — for private 1-1 conversations with your coworkers.
Trabajo en curso
Upcoming features will allow you to see channel user statuses.Unirse y abandonar canales
The Team chat page will always display a list of channels where you participate. To join a public channel:
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Click Add channel > Browse all channels. Team members see only the channels they’re allowed to access, but firm admins and owners may see more channels based on their permissions.
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Select a channel from the list:
- If you want to join immediately, click Join next to its name.
- If you want to view a chat description before joining, click the chat name in the list and then click Details or the information icon.
Para abandonar cualquier canal, puedes utilizar cualquiera de estas formas:
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Click Add channel > Browse all channels. Select a channel from the list, click Leave next to its name and confirm.
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Haz clic en los tres puntos de la parte superior derecha y selecciona Abandonar canal.
Nota
If you leave a private channel, you must again be invited to rejoin.To join a channel:
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In the Team tab, tap +Add channel.
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Select a channel from the list and tap Join channel.
To leave a channel:
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Open the channel.
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Tap three dots in the top right corner and select Leave channel.
Enviar mensajes a los canales
Messages in the channel are displayed in chronological order, from oldest to newest. To send a message:
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Navigate to Team chat from the sidebar menu.
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Select the needed channel from the list.
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Write a message using the text formatting toolbar and @mentions if you want to notify a specific team member. Text formatting for messages in team chat is the same as in client chats .
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Click the send button or Cmd/Ctrl + Enter.
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In the Team tab, select the channel you want to send a message to.
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Type the message and tap the send button.
Send direct messages
To start a private 1-1 chat:
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Navigate to Team chat from the sidebar menu.
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Choose an existing chat or click Send direct message.
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Choose a person from the list—this can be a coworker or yourself.
Starting a chat with yourself creates a personal workspace where you can take notes, save links or files, and manage your to-dos.
In the Team tab, choose an existing chat by tapping on the name of the coworker, or select + Start new chat to start a new one.
You can also tap the + button at the bottom right corner and select Direct message.
Editar mensajes
Click three dots at the top-right corner of a message to edit the message.
Note that you can only edit the messages you have written.
Long tap on the message and select Edit. When finished, tap the blue arrow to save or the red cross to cancel.
Note that you can only edit the messages you have written.
Borrar mensajes
Click three dots at the top-right corner of a message, then click Delete.
Note that employees can delete only messages they have written. Firm owner or admin can delete all messages. Deletion is permanent, meaning the message cannot be restored.
Nota
If the message contains a mention, deleting the message deletes the associated Inbox+ notification.Long tap on the message and select Delete message.
Note that you can only delete the messages you have written.
Share messages
You can copy link to a message and send it to the teammate to bring them into the context. To do this:
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Navigate to Team chat from the sidebar menu.
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Select the needed channel from the list.
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Click three dots next to the message and choose Copy link.
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Send a link to the direct messages or channel.
Nota
Your team member will be able to follow the link only in case they have access to the channel.Pin messages
To keep important messages easy to find, you can pin them to the top of the chat. To do this, click the three dots in the top-right corner of the message, then select Pin to chat. The pinned message is visible to all chat participants and stays at the top.
To unpin a message, click the X icon next to it.
Nota
Only one message can be pinned. New pinned message replaces the old one.Add reactions to messages
You can react to messages in channels and direct messages using emojis. This is a quick way to show agreement, acknowledgment, or other reactions without sending a separate message. To add a reaction:
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Hover over the three dots in the top-right of the message.
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Select one of the three suggested emojis or click the emoji icon to view the full list.
To remove a reaction, click the emoji you added.
How reactions work:
- Any team member can add one or more emoji reactions to a message.
- A counter on each emoji shows how many team members have reacted with that emoji.
- Hover over an emoji to see the names of team members who reacted.
- Reactions do not generate notifications and do not affect the read status of the channel.
Search messages
You can quickly find messages in Team chats and direct messages using the search feature. To search:
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Navigate to Team chat from the sidebar menu.
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Click the Search icon.
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Enter a keyword or phrase in the search bar. The search will look for matches in message text across all channels and direct messages available to you, including public channels you are not a member of.
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Click a result to open the conversation at the exact message.
You can copy a link to any message right from the search window by clicking the Copy link button.
How do I know that I’ve got a new message?
Channels with new messages are highlighted in bold on the Team chat page, and if the current logged-in firm member has not read them, a counter of unread messages with @mentions next to the channel name is displayed.
For general updates, the green dot will appear in the left sidebar menu. If you were mentioned directly, you’ll see a number and receive an Inbox+ notification .
Additionally, you can set up both sound and browser notifications for new messages in team chats. Browser notifications help ensure you don’t miss important messages even when you’re not actively in TaxDome.
Channels and 1-1 conversations with new messages appear at the top of the Team tab.
To receive alerts and be notified immediately when someone sends you a direct message, enable push notifications:
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Tap your profile picture in the top-right corner.
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Select Push notifications.
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Turn on notifications for messages.
Set up sound/browser notifications
To set up sound and/or browser notifications:
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Navigate to Account settings > Team chat notifications.
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Under Sound notifications and Browser notifications, choose what notifications you would like to receive:
- All new messages;
- Direct messages and mentions;
- Nothing.
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If your browser notifications are restricted, you can enable them directly from the banner in the Team Chat section or in Account Settings. Click Allow notifications and then turn them on in the system pop-up.
Info
If you do not receive notifications, make sure you have allowed your browser and operating system to send them .
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