Inviare emails

Sommario

Start an email thread with one client
- New Email screen overview
Start email threads with several clients
Reply to the email
Send emails automatically
Pianifica le email
- View scheduled emails
- Annulla le e-mail pianificate

No need to use your Gmail or a third-party app while you’re working: TaxDome offers its own secure integrated email. Here, find out how to send, schedule, reply to, and manage client emails directly within TaxDome.

Nota

You need to sync your email before using this feature.

Start an email thread with one client

There are two different ways to manually create a new email thread with one client:

Click the New button at the top left, select Email, complete the form and click Send.

Go to the Clients > Accounts > Communication > Emails and click New email.

You can send emails to your TaxDome contacts using your external mail app. To do this:

Go to Clients > Contacts.
Tap on the contact to open its page.
Tap the E-mail button to open your mailing app, then write and send the letter.

New Email screen overview

a. Template: Choose a template for frequently sent emails.

b. Shortcodes mode: Use Account shortcodes to send the same copy to all linked contacts (with cc), or Contact shortcodes to send individual emails to specific email addresses. Learn more in the detailed article .

c. From: Select the email sender. You can enable other team members to send on your behalf.

d. A: Scegli un account , indirizzi di contatto o email a cui inviare l'email, a seconda della modalità Shortcodes selezionata.

e. Subject: Enter the email subject. Click Add shortcode to personalize it using dynamic data, such as a client’s name or the date.

f. Messaggio: Componi l'email, utilizzando formattazione, emoji, punti elenco e altro. Fai clic su Shortcode per personalizzarla con dati dinamici.

g. Attach file: Add attachments .

h. Schedule email: If you need to send an email on a specific day, schedule it in advance.

i. Inviami l'anteprima: fai clic per inviare una copia dell'e-mail alla tua casella di posta e rivederla dal punto di vista del destinatario.

j. Invia: fai clic per inviare la tua email ai destinatari. Altrimenti, fai clic su Annulla .

Start email threads with several clients

If you often need to send similar emails, there’s no need to do it manually. Save time with email templates and bulk sending.

Learn more in our dedicated article on bulk emails .

Reply to the email

You can send clients text messages, images, and documents. To reply to an email, go to Communications > Email section of the client’s profile.

Send an Email reply

Per rispondere a un'e-mail:

Go to Clients > Accounts > Communication > Email.
In the Inbox or Sent subsection, choose the thread you want to send a reply to.
Click Reply.
Write the email. You can use text formatting, emoji, bullets, numbered lists, attach files and images . You can also click inside the To field to add additional recipients, if needed.
Fare clic su Invia .

Nota

When replying to emails, you can’t edit the From field. The email will be sent from the same address that was used as a recipient when the client sent you this email.

Open the Inbox. Tap the needed email and then Open. This will open the email in your email app, allowing you to reply directly.

Attach files

You can attach files to your email from your computer or directly from TaxDome folders with Client can view or Client can view and edit access:

To add files from computer, click Attach File, select From My Computer, then locate the file you want to upload.
To Add files from TaxDome, click Attach File, select From TaxDome, then choose the files you want to attach.

Se hai selezionato più di uno account come destinatario, non potrai aggiungere file da TaxDome , poiché l'archiviazione dei documenti è account -specifico.

Nota

La dimensione massima di tutti i file allegati a un'e-mail è di 20 MB. Tipi di file supportati: PDF , DOC, DOCX, XLS, XLSX, JPEG, JPG, PNG.

Inserisci immagini

You can insert images and screenshots either from your device or from any website. To do this, use one of the options available:

Upload an image from your device or from web using the picture icon. To upload an image from web, paste its addressin the File name field after clicking the picture icon, then click Open.
Copy/paste any image either from the web or from your device to the message field.
Drag and drop an image from your device into the message field.

Send emails automatically

You can have your emails sent automatically as s part of pipeline. It may be useful, for example, to inform your clients that you have received their documents, their return is ready, or you have started the payroll process. To set up this automation, you need to use templates and add email sending to pipeline stages.

To find out more details, go dedicated article .

Pianifica le email

If you need to send out an email on a particular day, schedule it in advance, so you can take it off your to-do list. You can create a scheduled email:

With a New button. Fill in the email information, turn on Schedule toggle, then specify the date and time when you want the email to go out, and submit scheduling.

When replying to an existing thread. Fill in the email information. Click the arrow next to Send now button and choose Schedule email. Specify the date and time when you want the email to go out, and confirm scheduling.

Nota

Quando pianifichi le email in un thread , specificare la data e l'ora per ogni messaggio separatamente.

In the Scheduled section. Click the New email button, fill in the email information, and specify the date and time when you want the email to be sent.

View scheduled emails

Once you have created a scheduled email, you can preview it to ensure everything is correct. All scheduled emails are stored in the Scheduled section. Hover over the clock icon to see the date and time when the email is scheduled to go out.

To read a scheduled email, click its name to preview it. Here, you’ll see the name of the sender, the subject of the email, its contents, and the time it will be sent.

Annulla le e-mail pianificate

If you have changed your mind, you can cancel a scheduled email before it is sent. To do this:

Go to Clients > Accounts > Communication > Emails and open the Scheduled section.
Click on the email you want to cancel.
Click the cancel icon at the top right.