Create task items from accounting inbox requests quickly
Create task items from accounting inbox requests quickly
Your client and vendor emails often contain actionable requests that go untriaged, delaying billing and bookkeeping. Create prioritized tasks for accountants and admin so work starts same day.
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Overview
Stop letting client action items linger in your inbox—turn them into prioritized tasks assigned to your accountants within minutes. This shortens the time to bill and keeps bookkeeping moving forward so work is completed the same day.