Email preferences are managed from Settings → Notification Settings. Only admins can change notification rules — they apply to everyone in the firm. Toggle individual notifications on or off; changes save automatically.
Document Workflow Notifications
- Document Request Alerts — email clients when new documents are requested from them.
- Upload Confirmations — notify staff when a client uploads a document.
- Missing Document Reminders — automatically nudge clients about missing documents.
- Checklist Completion — alert staff when a client finishes their document checklist.
Engagement & Report Notifications
- Engagement Status Changes — notify clients when their engagement moves to a new stage.
- Report Ready Alerts — email clients when a new report is available to view or download.
Reminder Frequency
For missing-document reminders you can choose how often they go out: every day, every 2 days, every 3 days, or weekly. The frequency selector is grayed out unless Missing Document Reminders is turned on.
How to Mute Everything Temporarily
Turn off the toggles you don't want. There is no global "mute all" switch — but flipping every category off achieves the same result, and you can flip them back on at any time. Transactional emails like password resets and security alerts always go through regardless of these settings.
Notifications come from notify.portal.aitaxaccountant.com. Add that domain to your safe senders list to keep emails out of spam.