Client communication tracking for accounting teams
Track tax packets, engagement letters, client approvals, and recurring reminders from the inbox your clients already use.
- Know when clients review key files
- Send recurring reminders without losing context
- Keep signed letters and document activity connected
A visual operating path for this buyer
Each solution route pairs buyer-specific copy with a workflow board that shows the message, signal, and follow-up path.
Audience and message
Send a tracked checklist, packet, or document link from Gmail, Outlook, or the dashboard.
Signal watchlist
Viewed by client
Follow-up queue
Attach notes, send follow-ups, and keep signed files tied to the client record.
Built for the way this team sends
Tracking, documents, signatures, campaigns, templates, CRM context, and AI assistance fold into the inbox workflows your team already uses.
Tracked client packets
Share tax organizers, reports, and statements with links that show opens, downloads, and recipient activity.
Engagement letter workflow
Send signature requests and follow status from one workflow before work begins.
Deadline follow-ups
Use unopened and no-reply reminders to keep client requests moving during busy periods.
Client relationship history
Review communication, document, and note activity by contact before the next client conversation.
From send to follow-up
Every route runs on the same product surface: send from the inbox, capture the signal, act with context.
Send the request
Send a tracked checklist, packet, or document link from Gmail, Outlook, or the dashboard.
Watch engagement
See whether the client opened the message, viewed the file, or needs a reminder.
Close the loop
Attach notes, send follow-ups, and keep signed files tied to the client record.
Bring email intelligence to accountants
Start with tracking and templates, then add campaigns, documents, signatures, mobile alerts, and admin controls as your workflow grows.
14-day trial • No credit card required • 2-minute setup