Client services managers: create tasks from tax emails
Client services managers: create tasks from tax emails
Client services managers miss action items from labeled corporate tax emails, risking late filings. Create assigned project tasks with due dates and context so client work starts within minutes.
Overview
Buried corporate tax emails put small accounting firms at risk of late filings and client dissatisfaction. Turn labeled tax emails into assigned project tasks with due dates and full context to eliminate missed follow-ups and ensure client work starts within minutes.
Notable Features
- Create tasks from labeled emails
- Attach email body and attachments
- Set due dates from subject or body