Send new scanned business mail alerts to your team channel
Send new scanned business mail alerts to your team channel
Your scanned client mail piles up untriaged, delaying billing, tax filings, and client responses. Gain immediate visibility so you can route documents to billing or compliance the same day.
Overview
Scanned client mail often sits unseen and creates billing or compliance delays for small advisory firms. This workflow surfaces each new mail scan in your operations channel, letting program coordinators and the owner triage and act the same day.