Email sync: Overview

Email sync is the feature needed to send emails from TaxDome. It also lets you receive client messages and automatically assign them to clients’ profiles. Once your email is synced with TaxDome, you won’t need to search through your email provider inbox for client messages, which might mix with personal emails.

Email sync in comparison

Who needs to sync

Every team member needs to sync their email account with TaxDome. This way, all client correspondence will be automatically gathered in one centralized location within each client’s profile.

Consejo

Several team members can sync their accounts with one shared mailbox (e.g., support@your-firm.com ).

Once all team members have synced their email accounts, regardless of which employee communicates with a client, every email exchange will be accessible through the client-specific inbox inside that client’s profile.

Firm owner and admins can always check if email sync is set up for each team member by navigating to Settings > Team & Plans > Team members.

So that all emails are accurately synchronized and displayed in TaxDome, we recommend to turn on the Email sync toggle when adding contacts. This ensures there will be the Email tab in the client’s profile. However, it doesn’t mean they will receive the message you sent in their TaxDome client portal. They can view emails only in their email account inbox.

Cómo sincronizar

It doesn’t matter which email provider you use. TaxDome can be synced with all email providers. However, if you use one of the major providers (Google, Outlook, Microsoft 365), sync will be smooth and easy to perform in several clicks 

How to sync in a nutshell:

1. Go to Account settings > Email integration find the

2. Specify your email address, click Sync your email and follow instructions for your email provider .

After sync settings

When the sync is completed, you can manage the connected features under the Email integration section of your account settings:

a) Automatically save attachments

b) Allow team members to reply to clients on your behalf

c) Manage your email signature (WYSIWYG or HTML format)

Detener la sincronización del correo electrónico

You might need to disable email sync if your firm changes communication methods (e.g., an email address is changed). You can stop email sync at any time. To do this:

1. Haz clic en tu perfil en la parte superior derecha.

2. Ve a Configuración de la cuenta.

3. In the Email integration section, click Stop email sync and confirm this action in the pop-up.

You can sync another email or reset email integration if you need to.

Advertencia

Unsyncing your email address means that any pipeline automations involving email sending will no longer work.

Email sync system notifications

Es posible que recibas las siguientes notificaciones de sincronización por correo electrónico:

• En caso de que la sincronización del correo electrónico no esté activada: "No has sincronizado tu cuenta de correo electrónico con TaxDome , por lo que no verás las notificaciones sobre el correo enviado a tu cuenta de correo electrónico. Sincroniza tu cuenta de correo electrónico en Configuración del perfil".

• En caso de que dejara de funcionar: "La sincronización del correo electrónico dejó de funcionar. Por favor, desactívela y actívela de nuevo en los ajustes de su perfil".

Click on this notification, and choose one of the following options:

• Recordar más tarde: elimina la notificación durante 24 horas.

• No volver a mostrar - eliminar permanentemente la notificación.

  

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