Client communication: Overview

Communication with clients is an essential part of an accountant’s work. Gathering information, requesting documents, and keeping clients informed are daily tasks. TaxDome helps you streamline these processes by offering multiple ways to communicate—all in one place.

Communication methods

TaxDome’s communication ecosystem consists of three communication methods, each designed for specific client interaction needs:

Client chats: : Secure in-app messaging ideal for ongoing client collaboration. Available both in the web portal and mobile app, chats are perfect for:

• Sending and requesting sensitive financial information
• Sharing documents securely
• Providing status updates on ongoing projects
• Creating easy-to-follow checklists and information requests

Emails: : Integrated email functionality that maintains all correspondence with clients within your TaxDome portal. Email works best for:

• In-depth or long-form information that requires detailed explanation
• Formal communications, such as official notices
• Scheduled communications like newsletters, major firm updates, or seasonal announcements
• Situations where clients prefer traditional email communication

SMS: : Direct text messaging through Twilio integration for immediate client contact. SMS is most effective for:

• Reminders and follow-ups for appointments, important events, or deadlines
• Urgent notifications about impending deadlines, critical updates, or time-sensitive requests
• When you need your message to be seen as quickly as possible
• Brief, action-oriented communications that require immediate attention

Antes de empezar

To ensure smooth communication, complete the following setup steps first:

1. Add your firm details : logo, address, phone number, email, and website to be sure your clients can reach you and know who you are. Your clients will see your info on the web and TaxDome mobile app.

2. Nudge your clients to use their portal to communicate with them using client chats. You can help your clients get acquainted with their portal by making a short introduction video, or sending a welcome email with details.

3. Set up an email synchronization and Twilio integration for SMS , if you want to use these communication methods.

4. Fill in clients contact details . To send emails or SMS messages via TaxDome, you need to include into each client’s profile a valid phone number and email address in their contact details.

The Global Communication page

For easier communication with your clients, there’s a clobal Communication page from where you can overview all firm communication with your clients. Also, it is possible to access emails, client chats and SMS for one client from their profile, via Communication tab.

Trabajo en curso

For now, emails are not available on global Communication page and could be accessed via client’s profile only. We are working on adding them.

Plantillas de comunicación

Communication templates help speed up the creation of in-app messages. A template is a ready-made text for chats, SMS, or email that saves you from writing the same content from scratch each time.

You can download ready-made templates or create your own.

All your templates are stored in Templates > Firm templates under Chat, Email or SMS tab.

Bulk actions in communications

If you need to send the same message to multiple clients, use bulk messaging . It helps notify all clients at once, for example, about tax season, or the beginning of the bookkeeping process.

Bulk messages can be personalized with shortcodes . They are automatically substituted with dynamic data you need: the recipient’s name, address, account name, date or other.

Automations in communications

TaxDome allows you to automate chat and email communications by adding them to any stage of your pipeline . This ensures consistent client messaging and reduces manual workload.

• Automated emails are commonly used for welcome messages, status updates, completion notifications, and follow-up requests.
• Automated chats are ideal for alerting clients about required actions, requesting missing documents, and providing real-time status updates. Create automations based on templates once, then clients automatically receive appropriate messages when jobs advance through pipeline stages.

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