Manage all communication
Cross-channel views and team tools for all client communication.
Thread assignment
Assign chat, SMS, and email threads to a team member or yourself
Work with Communications page
Access, filter, and manage all client communication (emails, chats, SMS) in one centralized location.
Embed videos
Embed Loom, YouTube, Vimeo and Google Drive videos in TaxDome and set the sharing settings your clients need to play them.
Bulk actions for Communication
Send messages, emails, or SMS to multiple clients at once.
Work with the scheduled messages list
Filter scheduled client chat messages from the Scheduled section in Global Communications or a client's account.