If you use Microsoft Outlook or Microsoft365 in your Practice, we have a suite of tools so you, and your team, can easily categorise your client emails.
Think of the perfect email filing system for your Practice.
It will save you time and money when trying to find out what was said in a client email conversation.
The Partners can have an immediate and complete picture of all the email correspondence, no matter who in the team sent or received it.
No more fiddling about trying to find out who said what, where and when, ……………especially when your working culture may have changed with people now often working from home.
Since 2008 we have been helping Accounting Practices keep on top of their emails. Whether you are a Sole Practitioner, or a Small, Medium or Large Practice, email is still THE most important form of communication.
Don’t waste any more time searching through the email fog!