Settings
Customize your firm portal according to your needs. Set up emails, notifications, 2fa
- Inbox+ notifications
- Settings (Basic): Manage 2FA for your team & clients
- Settings (Basic): Set 2FA for your account
- Settings (Basic): Change your notification preferences
- Settings (Basic): Change language of portal, Windows app and emails
- Settings (Basic): System-generated emails for clients
- Settings (Basic): System-generated emails for firm owner and team members
- Settings (Advanced): Export your TaxDome data
- Settings (Basic): Change Your Password, Email, Personal Info
- Embed scheduler (Calendly, Acuity, Youcanbookme, Schedulista)
- Settings (Basic): Signatures
- TaxDome shortcodes
- Manual & automatic reminders
- Folder templates (Basic): Create & apply
- Email (Basic): Create & apply templates
- Settings (Basic): Templates
- Chats (Basic): Create & apply templates
- One-time invoices (Basic): Create & apply templates
- Tasks (Basic): Create & apply templates
- Settings (Basic): Your firm’s setup