Send messages in client chats

You can send clients text messages, images, videos, documents, and requests. To reply to a chat, go to Communications > Chat or to the same section of the client’s profile and choose the thread you need.

To reply to a chat thread, tap a notification on the Inbox tab when you receive a new message, or open the thread directly in the Chats tab.

Type your message in the text field. To present information in easy to read format, use formatting options: you can change the font size and color, apply different styles, add lists and links, use shortcodes . Send a message by pressing Ctrl + Enter on Windows or Cmd + Enter on Mac.

Clients, assigned team members, admins, and the owner will be able to see this message after you send it.

Type your message in the text field. Use the formatting options to make your message easier to read: change text style, add lists or links. Send your message by tapping the blue send button.

Inside any chat thread, you can send internal messages visible only to team members and hidden from clients. To make a message internal, toggle the option in the editor area. Internal messages are distinguished by color: regular client-visible messages are white, while internal messages are yellow.

For effective communication, combine internal messages with @mentions to notify specific colleagues. This ensures your team members are alerted and can collaborate seamlessly.

Tap the icon next to the attachment icon to send an internal note (it will turn orange), then type and send your messsage as usual.

A firm owner, an admin, or a team member with the permission to manage documents can attach files to messages. For this purpose, you can use files either from your computer or from TaxDome with:

• クライアントは閲覧・編集が可能 許可レベル。

• クライアントが閲覧できる 許可レベル。

To attach files to an existing chat thread:

1. Click Attach > Documents at the top left of the message field.

2. Select:

• From TaxDome, then choose one of the existing documents.
• From my computer, then choose the document and select the folder to upload . Click Upload.

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You can upload zip files from your desktop and they will automatically unpack.

To view all the documents uploaded to the thread, click the paper clip icon in the top of the chat. From there, you can download, view or delete them. Deleting docs also removes them from the chat thread.

To attach files to a chat thread, tap the + button and select one of the following options:

• Document scanner: Take photos of your documents and use the scanner to create PDFs. Learn more about this feature in this article .

• File manager: Select files from your mobile device.

• Uploaded documents: Choose a document that’s already uploaded to TaxDome.

  

To view all the documents attached to the thread, tap Attached at the top. From there, you can view, download, move, print, or delete them. Deleting a document will also remove it from the chat thread.

You can include Loom, Vimeo, YouTube, and Google Drive clips when it is easier to show than to tell. Click the video icon in the text-formatting toolbar, then paste a link in the Embed video pop-up. Your client will see the video right inside your shared chat thread. 

Tap the + button in the chat, select Embed video, and paste a video link from Loom, YouTube, Google Drive, or Vimeo. The video will appear directly in the chat for everyone to view.

You can send images and screenshots either from your device or from any website. To do this, use one of the options available:

• Upload an image from your device or from web using the picture icon. To upload an image from web, paste its addressin the File name field after clicking the picture icon, then click Open.

• Copy/paste any image either from the web or from your device to the message field.

• Drag and drop an image from your device into the message field.

  

You can attach images in a chat thread by tapping the + button in the chat and selecting Photo library to choose an image from your device.

Chats allow you to request info from your clients in different ways:

• Tasks : Create to-do checklists for clients to complete. Ideal for tracking multi-item progress and automating workflows.

• Requests : Send direct, urgent inquiries for a fast response right from threads. You can create a new request or link an existing one. To do this:

1. Click Attach in the chat thread.

2. Select Client request.

3. Choose: New client request or Select from existing.

4. If you have chosen Select from existing, you can choose one from the list. If you have chosen New client request, follow these steps .

Your clients will see the request in their To-do list and in the Requests section.

To manage client tasks, go to the Tasks tab from a chat thread with a client. From there, you can add new tasks, view completed ones, or delete them.

メッセージ（公開または内部）の右上にある3つの点をクリックすると、以下のアクションから選択できます：

• Reply: If the message you reply to was internal, replies will also be internal.

• Edit: Team members can edit messages they sent in the last 24 hours. The editing mark will be displayed next to the message, and your clients will be able to see it. Editing messages is not available to your clients. Also, you can’t edit messages sent by others.

• Copy link: You can copy link to a message and send it to the teammate to bring them into the context.

• Pin to chat: To keep important messages easy to find, you can pin them to the top of the chat. The pinned message is visible to all chat participants and stays at the top. To unpin a message, click the X icon next to it.

• Delete: Deletion is permanent, and the message cannot be restored. Only a firm owner and admins can delete messages. Deleting a message with documents attached will also remove these documents from the Documents tab of the chat thread.

  

Long-tap a message to see available actions.