Send client email snippets to your team chat
Send client email snippets to your team chat
Your sent client emails sit hidden in folders, leaving bookkeepers without billing context. It posts snippets and full threads to team chat so your staff can follow up same day.
Overview
Stop leaving sent client messages buried in folders—surface what was sent and give your bookkeepers and account managers the context they need. With snippets plus full-thread posts to team chat, staff can resolve billing or service questions the same day.