Send client message alerts to your team channel

Your client texts and message-related emails can be missed in a busy inbox, delaying bookkeeping and tax questions. Get them posted to your team channel so responses happen same day.

Overview

When client texts are buried in an inbox, bookkeeping and tax follow-ups stall and client satisfaction drops. Post those incoming messages into your client-services channel so you and your bookkeeper can see and reply the same business day.