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For accounting & tax firms

See what needs you, in order.

Point lifts the client who can't wait to the top, so your day starts on what matters, not a search for it. On the Gmail or Outlook you already use.

Join the waitlist

Between client questions, document requests, deadline reminders and supplier invoices, the one email that actually needs an answer is buried under the ninety that don't. Miss it once and it costs you a filing, or a client's trust.

The client that can't wait, at the top

Ranked the moment it lands

How urgent and how important each message is gets weighed for you, so the query you can't miss stays in view instead of sinking under receipts and notifications.

Named clients never get buried

The people you can't leave waiting are marked, so their email rises even on your busiest morning.

Plain time order when you want it

Filing for an hour and want newest-first? One tap and the ranking steps aside.

A review booked without the back-and-forth

Clients pick from times you're free

Share your real openings and let a client book the review, so a five-email thread becomes one confirmed meeting.

No double-booking

Your calendars are checked and reconciled first, so the times you offer are ones that actually fit.

The invite goes out for you

Once a time is agreed, the event is created and everyone is invited, replies and all.

The ask becomes a task, the promise gets kept

A document request becomes a task

When a client asks for something, it lands on your list as a dated task, not a promise you'll forget by lunchtime.

Quiet threads come back

The reply you're waiting on, and the one a client is waiting on from you, gets chased so nothing goes cold.

Chased before the deadline

The things you've handed off are tracked, and you're reminded to follow up at the right moment.

A whole matter, read in a line

A summary on every thread

Each client thread carries a plain summary, so you know what it's about before you commit to reading it.

Caught up before quarter-end

Skim where every matter stands in minutes instead of opening messages one at a time.

Safe, quietly

Suspicious mail, held at the door

Phishing and fake-invoice attempts are set aside before they reach you, so the risky ones never get their chance.

Sensitive mail, for their eyes and yours

Financial records and tax data can go through a channel locked end to end, so the most confidential things a client sends stay between you and them. Not even Point can read them.

You decide how much Point does on its own

A dial for each kind of task, from suggest-only to hand it over. Out of the box everything waits for your review, replies included, and you hand over only what you trust. Every action is logged, one click from undo.

Point sits on top of the Gmail or Outlook you already use. Keep your address, your history and your contacts — there is nothing to migrate.

Ready for a calmer practice?

Join the private beta

We're onboarding small teams a few at a time. Leave your email, confirm it once, and we'll send an invitation the moment a place opens — no noise, no marketing.

  • “At quarter-end I need to know what still needs a decision without reading everything. The morning summary tells me exactly that before I've finished my coffee.” — Rebecca Chan, Partner, Ledger & Vale
  • “I promise clients I'll follow up, then a proposal slips my mind for a week. Now the open threads get chased for me, so nothing I said I'd do quietly disappears.” — Michael Berg, Principal consultant, Arden Consulting
  • “I handle several small firms and each one's records must stay strictly apart. Every client's data is sealed off from the next, which is exactly what my work demands.” — Paul Iversen, Bookkeeper, Tallow Books
  • “Patient emails used to pile up between appointments and I'd miss the one asking to reschedule. Now the message that actually needs an answer is right at the top when I sit down.” — Marina Delgado, Office manager, Brightwater Dental
  • “Before a hearing I'd have a dozen emails, three attachments and a calendar invite to reconcile. Now I get the whole matter in a line, so I walk in already knowing where it stands.” — Priya Nair, Paralegal, Hale & Ordway
  • “I'm under a sink most of the day, so I just hold the phone and say send the quote to the Fentons. It goes out sounding like me, and I never had to stop working.” — Danny Okonkwo, Owner, Copperline Plumbing
  • “Client threads used to scatter across email and chat until I lost the plot. Now a reply that starts as an email stays part of the same conversation, so I always have the full picture.” — Elise Fontaine, Founder, Fold Studio
  • “During a sale my inbox is chaos. The refund and shipping replies come back in my tone, and I just read and send — an afternoon of email is now twenty minutes.” — Sam Whitfield, Owner, Northlee Goods
  • “Buyers and sellers message me at all hours and I can't drop a showing to reply. Letting clients book a viewing from my real openings made the back-and-forth just stop.” — Tomás Reyes, Real-estate agent, Meridian Realty
  • “Supplier emails and catering enquiries used to blur together at the end of a shift. Keeping the two sides of the business in their own lanes means I answer the right things at the right time.” — Aoife Brennan, Owner, The Copper Kettle
  • “After a week at a conference I dread the inbox. One catch-up summary told me what happened and what still needed me, so I was back in an hour instead of a day.” — Grace Adeyemi, Executive director, Rivermouth Trust
  • “I asked to be told the moment a lab result email lands for a critical patient. It reaches me straight away instead of sitting unread among a hundred others.” — Hannah Schroeder, Practice manager, Willowbrook Veterinary
  • “Coordinating a site meeting across subcontractors used to eat a whole morning of emails. Point found a slot everyone could make and sent the invite, and I got my morning back.” — Diego Marchetti, Project manager, Kestrel Build
  • “Every client account felt like a separate inbox to juggle. Seeing which messages actually need me today, across all of them, means I stop firefighting and start prioritising.” — Yuki Tanaka, Account director, Bright North
  • “Tenants email repairs, landlords email questions, and it all lands in one heap. Now the thread, the work order and the invoice come as a single picture, so I stop hunting for context.” — Ola Nowak, Property manager, Halcyon Estates
  • “I need certainty that a patient's details never cross between our two clinics. Knowing each practice is sealed off from the other lets me sleep at night.” — Claire Donovan, Practice manager, Fairfield Medical
  • “Phishing attempts hit my clients constantly and one wrong click is a bad week. The suspicious mail is held aside before it reaches anyone, so the risky ones never get the chance.” — Ravi Menon, Owner, Northgate IT
  • “I was drowning in status-chasing emails from drivers and customers. The real exceptions rise to the top now, so I deal with the actual problem instead of scrolling.” — Beatriz Alves, Operations lead, Vantage Freight
  • “I run the shop and the inbox alone, so a customer question used to wait until closing. I just speak the reply between customers now and it goes out in my words.” — Nadia Hassan, Owner, Marlowe & Fig
  • “Class enquiries and reschedules used to swallow my evenings. Letting members book from my real availability took the whole scheduling headache off my plate.” — Jordan Blake, Owner, Ironleaf Studio
  • “A couple asks the same question three ways across a month, and I need every promise tracked. Nothing I commit to falls through now, because each one becomes a task I can actually see.” — Sofia Larsen, Wedding planner, Everly Events
  • “Quotes and site visits used to live on scraps of paper and half-remembered emails. Now the follow-ups chase themselves, and I've stopped losing jobs to a slow reply.” — Callum Reid, Owner, Greenfell Gardens
  • “I told it to flag me the second a supplier confirms a back-ordered brake kit. The alert came through the moment it did, and the customer had their car back a day early.” — Marcus Bianchi, Owner, Redline Auto
  • “Consultant emails on a project used to bury the one drawing revision that mattered. The summary lifts the decisions out, so I read a line instead of forty messages.” — Ingrid Halvorsen, Associate architect, Vellum Architects
  • “I juggle candidates and clients and it's easy to reply from the wrong hat. Keeping each side in its own lane means I never mix a client note into a candidate thread.” — Derek Osei, Recruiter, Pathstone Talent
  • “Booking enquiries came faster than I could answer them and I lost a few to silence. The drafts sit ready in my voice, so a same-day reply is finally normal.” — Lena Petrov, Owner, Amber & Iron Photography
  • “Every enquiry needs a tailored quote and my replies used to sound rushed. Now a draft that already sounds like me is waiting, and I just add the menu and send.” — Amara Sesay, Owner, Saffron Table Catering
  • “In a heatwave the calls and emails never stop and the urgent breakdown gets lost. The one that genuinely can't wait sits at the top now, so I dispatch to it first.” — Greg Halloran, Owner, Northwind Climate
  • “A client asked me to move our review three times before we landed a time. Letting them pick from my open slots ended the back-and-forth in a single message.” — Valentina Ricci, Insurance broker, Ashcombe Insurance
  • “I want to control exactly what the assistant sends on its own, especially to clients. Keeping replies as drafts I approve means it helps without ever speaking for me.” — Henry Osborne, Owner, Wander & Co Travel

Illustrative example of our private beta

See everything Point does on the product page, or start from the top.

Join the private beta

We're onboarding small teams a few at a time. Leave your email, confirm it once, and we'll send an invitation the moment a place opens — no noise, no marketing.

  • “At quarter-end I need to know what still needs a decision without reading everything. The morning summary tells me exactly that before I've finished my coffee.” — Rebecca Chan, Partner, Ledger & Vale
  • “I promise clients I'll follow up, then a proposal slips my mind for a week. Now the open threads get chased for me, so nothing I said I'd do quietly disappears.” — Michael Berg, Principal consultant, Arden Consulting
  • “I handle several small firms and each one's records must stay strictly apart. Every client's data is sealed off from the next, which is exactly what my work demands.” — Paul Iversen, Bookkeeper, Tallow Books
  • “Patient emails used to pile up between appointments and I'd miss the one asking to reschedule. Now the message that actually needs an answer is right at the top when I sit down.” — Marina Delgado, Office manager, Brightwater Dental
  • “Before a hearing I'd have a dozen emails, three attachments and a calendar invite to reconcile. Now I get the whole matter in a line, so I walk in already knowing where it stands.” — Priya Nair, Paralegal, Hale & Ordway
  • “I'm under a sink most of the day, so I just hold the phone and say send the quote to the Fentons. It goes out sounding like me, and I never had to stop working.” — Danny Okonkwo, Owner, Copperline Plumbing
  • “Client threads used to scatter across email and chat until I lost the plot. Now a reply that starts as an email stays part of the same conversation, so I always have the full picture.” — Elise Fontaine, Founder, Fold Studio
  • “During a sale my inbox is chaos. The refund and shipping replies come back in my tone, and I just read and send — an afternoon of email is now twenty minutes.” — Sam Whitfield, Owner, Northlee Goods
  • “Buyers and sellers message me at all hours and I can't drop a showing to reply. Letting clients book a viewing from my real openings made the back-and-forth just stop.” — Tomás Reyes, Real-estate agent, Meridian Realty
  • “Supplier emails and catering enquiries used to blur together at the end of a shift. Keeping the two sides of the business in their own lanes means I answer the right things at the right time.” — Aoife Brennan, Owner, The Copper Kettle
  • “After a week at a conference I dread the inbox. One catch-up summary told me what happened and what still needed me, so I was back in an hour instead of a day.” — Grace Adeyemi, Executive director, Rivermouth Trust
  • “I asked to be told the moment a lab result email lands for a critical patient. It reaches me straight away instead of sitting unread among a hundred others.” — Hannah Schroeder, Practice manager, Willowbrook Veterinary
  • “Coordinating a site meeting across subcontractors used to eat a whole morning of emails. Point found a slot everyone could make and sent the invite, and I got my morning back.” — Diego Marchetti, Project manager, Kestrel Build
  • “Every client account felt like a separate inbox to juggle. Seeing which messages actually need me today, across all of them, means I stop firefighting and start prioritising.” — Yuki Tanaka, Account director, Bright North
  • “Tenants email repairs, landlords email questions, and it all lands in one heap. Now the thread, the work order and the invoice come as a single picture, so I stop hunting for context.” — Ola Nowak, Property manager, Halcyon Estates
  • “I need certainty that a patient's details never cross between our two clinics. Knowing each practice is sealed off from the other lets me sleep at night.” — Claire Donovan, Practice manager, Fairfield Medical
  • “Phishing attempts hit my clients constantly and one wrong click is a bad week. The suspicious mail is held aside before it reaches anyone, so the risky ones never get the chance.” — Ravi Menon, Owner, Northgate IT
  • “I was drowning in status-chasing emails from drivers and customers. The real exceptions rise to the top now, so I deal with the actual problem instead of scrolling.” — Beatriz Alves, Operations lead, Vantage Freight
  • “I run the shop and the inbox alone, so a customer question used to wait until closing. I just speak the reply between customers now and it goes out in my words.” — Nadia Hassan, Owner, Marlowe & Fig
  • “Class enquiries and reschedules used to swallow my evenings. Letting members book from my real availability took the whole scheduling headache off my plate.” — Jordan Blake, Owner, Ironleaf Studio
  • “A couple asks the same question three ways across a month, and I need every promise tracked. Nothing I commit to falls through now, because each one becomes a task I can actually see.” — Sofia Larsen, Wedding planner, Everly Events
  • “Quotes and site visits used to live on scraps of paper and half-remembered emails. Now the follow-ups chase themselves, and I've stopped losing jobs to a slow reply.” — Callum Reid, Owner, Greenfell Gardens
  • “I told it to flag me the second a supplier confirms a back-ordered brake kit. The alert came through the moment it did, and the customer had their car back a day early.” — Marcus Bianchi, Owner, Redline Auto
  • “Consultant emails on a project used to bury the one drawing revision that mattered. The summary lifts the decisions out, so I read a line instead of forty messages.” — Ingrid Halvorsen, Associate architect, Vellum Architects
  • “I juggle candidates and clients and it's easy to reply from the wrong hat. Keeping each side in its own lane means I never mix a client note into a candidate thread.” — Derek Osei, Recruiter, Pathstone Talent
  • “Booking enquiries came faster than I could answer them and I lost a few to silence. The drafts sit ready in my voice, so a same-day reply is finally normal.” — Lena Petrov, Owner, Amber & Iron Photography
  • “Every enquiry needs a tailored quote and my replies used to sound rushed. Now a draft that already sounds like me is waiting, and I just add the menu and send.” — Amara Sesay, Owner, Saffron Table Catering
  • “In a heatwave the calls and emails never stop and the urgent breakdown gets lost. The one that genuinely can't wait sits at the top now, so I dispatch to it first.” — Greg Halloran, Owner, Northwind Climate
  • “A client asked me to move our review three times before we landed a time. Letting them pick from my open slots ended the back-and-forth in a single message.” — Valentina Ricci, Insurance broker, Ashcombe Insurance
  • “I want to control exactly what the assistant sends on its own, especially to clients. Keeping replies as drafts I approve means it helps without ever speaking for me.” — Henry Osborne, Owner, Wander & Co Travel

Illustrative example of our private beta