Client Did Not Receive a Message Notification

In order to send a text message or email/chat you'll want to select the name of the client on the Client Dashboard and then click on the send text message button. A pop up window will pop up that will allow you to enter the message and click send when done.

How to check if the text reminder was sent from Taxaroo

• First, ensure that the client's phone number is valid and that you have entered it correctly. You can update the phone number by following these steps: Click on the client's name in the clients list > Select the client settings button > Update or change the mobile number from there.

• Ask the client to check their mailbox for either a "New Message" or an email from their service provider. They should find an email similar to the example provided, informing them that a text message has been sent.

If you still experience problems, please reach out to our technical support team by submitting a ticket.

Please note that to submit a ticket, you can find a Message icon located at the bottom right corner of your screen. Simply click on this icon, and it will allow you to submit a ticket for assistance. We're here to help, so feel free to reach out if you have any questions or concerns.

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