For accounting & tax firms
See what needs you, in order.
Point lifts the client who can't wait to the top. Your day starts on what matters, instead of a hunt for it. On the Gmail or Outlook you already use.
Client questions, document requests, deadline reminders, 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
Judged on what it costs to miss
Point weighs how urgent each message is and how much it matters. The query you can't miss stays in view, instead of sinking under receipts and notifications.
Star a client, and they stay visible
Mark the people you can't leave waiting, and their mail rises even on your busiest morning.
Back to newest first, one tap
Filing for an hour and want newest-first? One tap and the ranking steps aside.
A review booked without the back-and-forth
They book the review themselves
Share your real openings and let a client book the review, so a five-email thread becomes one confirmed meeting.
Two calendars, reconciled first
Point checks and reconciles your calendars first, so the times you offer are ones that actually fit.
The invite sends itself
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
The ask you'd otherwise carry in your head
When a client asks for something, it lands on your list as a dated task, not a promise you'll forget by lunchtime.
A reply already waiting for you
The routine answer about a filing date or a missing document is drafted in your own wording, so replying is a read and a click rather than a blank box.
Quiet threads come back
The reply you're waiting on comes back to you before it goes cold. So does the one a client is waiting on from you.
Chased before the deadline
What you've handed off is tracked, and you're reminded to follow up at the right moment.
Know what a thread wants before you open it
Every client thread, in a sentence
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
Fake invoices, stopped before you see them
Phishing and fake-invoice attempts are set aside before they reach you, so you decide about them instead of reacting to them.
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. Point can't read those, so they aren't sorted or summarized either. Keep the channel for what genuinely needs it.
You decide how much Point does on its own
A dial for each kind of task, from suggest-only to hand it over. Everything waits for your review to begin with, replies included. You hand over only what you trust. Every action is logged, and what it changed is 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's nothing to migrate.
Ready for a calmer practice?
Join the private beta
We're onboarding a few teams at a time. Leave your email, confirm it once, and we'll send an invitation the moment a place opens.
Private beta
What you're joining
It runs on the mail you have
Point sits on top of Gmail or Outlook. Your address, your history and your contacts stay exactly as they are, so there is nothing to migrate.
You set how much Point does
Out of the box everything waits for your review, replies included. You hand over only what you trust, one kind of work at a time.
See everything Point does on the product page, or start from the top. Different trade, same morning? See who else Point is for.