Send messages via client chats
Securely communicate, assign tasks, and automate messages—also available in the mobile app.
Client chats explained
Client chats allows you securely communicate with clients in TaxDome without using third-party applications. Discover about their key features.
Start a conversation via client chats
Create new chat threads and initiate reminders. See how it looks from the client's side.
Send messages in client chats
Send text messages, internal notes, documents, videos, images, and client requests in chats, and manage them by editing, deleting, pinning, tracking statuses, and using @mentions.
Client tasks in chat threads
Assign and track client tasks with interactive checklists, real-time notifications, and progress updates.
Work with client chat threads
View and filter client chat threads, and look up list columns.
Actions with client chat threads
Assign, print, archive, unarchive, mark as unread, or delete chat threads.