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Communicate with clients in TaxCaddy

Setting up email notification preferences

You can enable/disable email notifications when clients send a message or complete other activities in TaxCaddy. All notification types are enabled by default. However, you can modify your settings to receive only certain notification types. Email notifications are sent to Owners, assigned members, and users following the client profile.
Follow these steps to set up your email notification preferences:
  1. Select the
    Settings
     icon.
  2. Select
    Email Notifications
    .
  3. To enable or disable notifications for a particular action, select the toggle next to its category title.
    • All Notifications
      - Enable or disable this to enable or disable the remaining categories in bulk.
    • Questionnaire
       - Enable this to receive notifications when clients answer and complete questionnaires.
    • Message
       - Enable this to receive notifications when clients send messages.
    • Tax Documents
       - Enable this to receive notifications when clients upload documents.
    • Requested Item
       - Enable this to receive notifications when clients upload a requested item, signs a requested item, or marks a requested item as
      already provided
       or
      doesn’t apply
      .
    • Tax Returns
      - Enable this to receive notifications when a new tax return is uploaded to your client's account.
    • Tax Payments
       - Enable this to receive notifications when clients mark a tax payment voucher as paid.
    • Invoices
       - Enable this to receive notifications when clients select an invoice as paid.
  4. Select the toggle
    All Notifications
    to enable all email notifications. If you disable all notifications, you won’t be able to change other email notification settings. However, those choices will be remembered.

Emails sent with settings disabled

Some emails from TaxCaddy contain important information that you'll need be bring to the attention of a client's tax professional. When this happens, TaxCaddy will send the associated client an email to inform them, regardless of their email settings.

Taxpayer experience

Your clients will receive a summary email every 24 hours that notify them of activity in their account if the option is enabled in their settings. In addition to the daily summary email, clients can also receive individual emails about activity in their accounts.

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy

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