Improved responsiveness to Client and team messages and actions

Notification and Alerts for Client messages, team messages and to-do items

Count of un-responded messages / items for each client

How to use?

Notification Icons are available on the menu bar for each of the stakeholders

There are three icons: 1. Client Messages, 2. Team Messages, 3. To Do Items

These are customized to each of the stakeholder

For example: Client only sees the notification for client messages and to do items

For example: An Employee not having access to client communication will see only team messages and to do items

The tax office admin has an additional option, "Notifications" on the menu bar, to look at the consolidated set of notifications