Dec 18 2018 /

What’s New: Email Integration, Tax Organizer and More

What’s New: Email Integration, Tax Organizer and More
Mary Cooper

Mary Cooper

2 Min

Email in your TaxDome account

While you have plenty of ways to communicate with a client, email is still the most common. That’s why we have wondered if you would like to have access to your mailbox right inside your TaxDome account. From now, you don’t need to use Gmail or any third-party app to communicate with your clients.

Just browse to Clients, then click the client’s name, and you will see the new Email tab. Then connect your email account with TaxDome (you need to do it just once) and you’re done! All emails that you’re sending to the client and receiving from them are stored inside the Email tab. You get the notifications about the new emails and message history is fully synced between your main account and TaxDome (i.e. if the message was read in TaxDome it is automatically marked as read in Gmail and vice versa.)

Tax Organizer – the easy way of obtaining the data from the clients

We know that sometimes it could be challenging to get all required information from the client. You ask them questions, then ask again, and they are not in a hurry to answer. Thus, the tax preparation process is taking longer. Instead of exchanging the emails, you now have a much easier way of obtaining essential tax information from the client. They are requested to complete Tax Organizer – a questionnaire with basic questions regarding client’s tax situation. They are also offered to upload tax forms and other documents. Their answers are saved after every field change, so they can freely close the webpage & resume another day and/or on another computer.

Once the client marked the Tax Organizer as complete, you have all important tax information in your hands. It’s easy to view uploaded documents and copy data while preparing the return.

Tax Organizer is available on Documents > Tax Organizer tab.

Deleting the Users

Firm owner and employees who have the rights to manage client details can now delete users. This is helpful when you have some users created for the testing purposes. You will find the Delete button inside the Clients > Client Name > Client Details tab.

Clients per Employee Stats

Every team member counts. As a firm owner, you can now explore clients’ statistics for every team member. Go to Team, then click the employee name in the list and browse to Clients tab. Here you may easily find out the revenue earned from each client, how many documents were uploaded by the team member for the selected client and how many of them were approved. The data is available for the current clients as well as for the past ones.

Improvements in Documents

When it comes to document management, every little thing matters. Even seemingly small improvements can save some valuable time. Let’s explore what’s got better in Documents section:

  • Document preview screen now contains Move & Delete buttons
  • A better preview of Excel & PDF files
  • Receive email notifications every time the client uploads documents
  • One button instead of two: use the +New button for documents uploading as well as for the creation of the folders.

Auto-completion of user data

The quicker – the better. Spend less time on completing user profiles. Once you’ve entered the ZIP, the State & City info is automatically popped up.

Bills Filtering

Never lose any bill again! Thanks to advanced filtering system it’s now very easy to display any bills you need. Filter the bills list by the client, timeframe, amount and status (paid, pending, overdue). Use several filters at once to narrow the bills list as you like.

Mary Cooper

Mary Cooper

Mary is a passionate technical writer who takes care of help documentation, social media and blog posts at TaxDome. She knows for sure that the best thing she can do to make the world a better place is to keep writing, so she does. And when she is not at her desk, you can find her traveling, doing yoga, gardening, or having fun with her kids.

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