Activity feed event types

• Exporting the account list
• Importing accounts
• Enabling/disabling the Login toggle for contacts
• Sending an invitation link
• Accepting the portal invitation by a client
• Enabling/disabling the payment technology fee for a specific client

• Exporting the contact list
• Importing contacts

• Creating an organizer by a team member, client, or via automation
• Viewing an organizer by a client
• Starting to fill out an organizer by a client
• Resending an organizer
• Submitting/unsubmitting an organizer
• Sealing/unsealing an organizer
• Updating the Reviewed status
• Exporting an organizer

• Creating a tax return delivery
• Sending a tax return to a client
• Recalling a tax return
• Resending a tax return without changes
• Approving a tax return or requesting changes by a client
• Signing a tax return by a client, or marking it as signed by a team member
• Canceling, resending or voiding a signature request
• Passing or failing KBA by a client, and resetting failed KBA attempts
• Linking or unlinking an invoice
• Updating the tax summary
• Downloading a signed copy with its certificate
• Completing a tax return
• Deleting a tax return

• Sending an invoice either manually or via automation
• Creating a scheduled invoice
• Changing an invoice
• Changing the status of an invoice
• Applying credit to pay an invoice
• Deleting an invoice
• Resending an invoice by email or an automated reminder
• Downloading an invoice
• Printing an invoice
• Exporting an invoice
• Viewing an invoice by a client

• Creating a payment, either by a client or by a team member on a client’s behalf
• Creating a prepayment on a client’s behalf
• Changing the status of a payment (old → new status)
• Refunding a payment fully or partially
• Initiating a refund that takes time to settle, such as Affirm or Klarna refunds, and the refund failing
• Unlinking a payment from an invoice
• Deleting a payment
• Exporting the payment list

• Changing the payment provider
• Updating enabled payment methods
• Enabling/disabling prepayments
• Enabling/disabling the payment technology fee
• Enabling/disabling skipping microdeposit verification for clients
• Enabling/disabling American Express for payments and prepayments

• Creating proposals, including drafts and the ones created automatically by proposal automation
• Editing proposals
• Resending proposals
• Viewing proposals
• Signing proposals
• Deleting proposals
• Sending proposal reminders
• Printing proposals
• Downloading proposals

• Sending a recurring invoice either manually or via automation (inside a proposal)
• Turning a draft into an actual recurring invoice
• Changing a recurring invoice
• Deactivating/activating a recurring invoice
• Changing the status of a recurring invoice
• Signing a recurring invoice either manually or by signing a proposal that includes it
• Deleting a recurring invoice
• Viewing a recurring invoice by a client
• Replacing the payment method linked to a recurring invoice
• Agreeing to and paying a recurring invoice on the client’s behalf

• Creating a billing rate , including the number of services and team members
• Editing a billing rate, including added or removed team members and services, and each changed rate (old → new value)
• Deleting a billing rate, including its name and the team members and services it applied to
• Removing a service from a billing rate automatically after the service is archived or deleted, including the removed rate value

• Creating a service , either manually or by copying it from the TaxDome library
• Importing services from QuickBooks, including the number of imported and ignored services
• Editing a service, including whether existing templates were updated and how many
• Archiving a service, including the templates and billing rates it was removed from
• Restoring a service
• Deleting a service, including the templates and billing rates it was removed from
• Creating a service category

• Creating a time entry manually
• Starting a timer
• Finishing a time entry
• Editing a time entry, including each changed field (old → new value), whether the rate was overwritten automatically, and who unlocked protected fields
• Deleting a time entry
• Creating an invoice from time entries
• Unlinking a time entry from an invoice, either manually or automatically after the invoice is deleted
• Linking a time entry to a job or unlinking it
• Editing time entries in bulk, including the new values and the number of entries updated or failed
• Setting time entries as billable or non-billable in bulk
• Marking time entries as billed in bulk
• Exporting time entries, including the number of entries exported

System email notifications sent to clients, such as:

• Reminders
• Payment confirmation
• Signature requests
• Chat notifications

• Creating a job
• Updating a job
• Moving a job
• Changing a job’s status
• Exporting the job list
• Deleting a job

• Creating tasks, including the ones created automatically by task automation or recurring ones
• Editing tasks (changing the assignee, name, description, subtasks, priority, status, start date, due date, tags)
• Deleting tasks
• Exporting the task list

• Updating a team member’s role, for example, Employee → Admin
• Updating a team member’s access rights, for example, Manage invoices: Off → On
• Creating/deactivating a team member
• Editing a team member’s name or email address
• Resetting the password