TaxWorkFlow’s Integrated Email Platform Provides Comprehensive Communication’s Management for Every Client and Every Engagement

Email is one of the most critical tools that businesses employ to communicate, track, and exchange information. However, managing the flow of email communication can be time-consuming and difficult. TaxWorkFlow’s integrated email system eliminates the headache of email communication management for your firm—offering all of the features of third-party email platforms such as Outlook® with additional, advanced functionality designed specifically to boost the efficiency of accounting firms.  

TaxWorkFlow’s Integrated Email Platform is Designed Specifically for the Needs of Accounting Firms

Unlike other third-party email applications, TaxWorkFlow’s integrated email platform simplifies the complexity of email communications associated with tax and accounting workflow. Utilizing TaxWorkFlow for your firm’s internal and external email communication you will benefit from:

• Having all emails linked to a particular client and ticket or task, making it easy to find all of the emails you need with just a couple of mouse clicks—eliminating time wasted looking for certain messages in your mailbox.
• TaxWorkFlow’s email aggregation feature which stores emails from all representatives of a client in the client-specific database, so no communications will be missed. You can also customize which representatives of a specific client will receive certain emails, so everyone will get their copy of the emails they need and no one will accidentally left out of an important email conversation.
• Simplified and archived internal email communication. All emails in the TaxWorkFlow integrated email platform are stored on TaxWorkFlow’s secure servers making them instantly accessible to all members of your team. This feature is especially valuable when  a staff member is sick, on vacation, or leaves your firm—you don’t have to worry about missing out on important information because all of their email conversations with clients will be available to you in TaxWorkFlow, and another member of your staff can easily continue unfinished work.
• Instant and automatic notifications that will never let you miss any important change. With TaxWorkFlow automatic email notifications, you will be informed about all uploaded documents, new and completed tasks and tickets, and your staff will also be notified about new tasks. In addition, your clients will immediately get a notification if an exception or issue with their tax return has occurred which needs their attention—and, if they don’t respond within a specified period, a reminder can also be sent to them.
• Customizable email templates and campaigns. TaxWorkFlow’s email platform also includes the ability to create and send email campaigns to your clients using customizable templates. Each template can be formatted according to your company’s brand using TaxWorkFlow’s simple email editor interface, which allows the customization globally across all email templates, or at the individual email level.