Lesson 1 of 5
Course intro
And here you go to the next part of the client communication guide! You already know you can handle communication with your clients with TaxDome secure chats. In this course, we will show you one more way — emails! Let's dive into all the basics of personalizing, scheduling and sending them.
Emails in TaxDome work similar to the way you're used to them working for decades outside of TaxDome. However, our emails have some extra advantages. Using it, you can:
- Send and receive emails directly on the portal
- See emails relevant to specific clients in your client-related inbox
- See your team's conversations with clients in your shared inbox without forwarding

So are you curious enough now? Then, let's dive into the topic. The course will cover:
- Syncing your email with TaxDome
- Sending emails
- Creating email templates
- Scheduling emails