Send matched inbox messages to project coordinator for tax

Your client emails with login links or secure instructions often go untriaged, delaying account setup. Forwarding full messages preserves context so coordinators can triage same day.

Overview

Stop manual forwarding and reduce onboarding friction by routing secure-link and access emails straight to project coordinators for immediate handling. Coordinators receive full message context and can triage same day, keeping account setup and billing work on schedule.