Collection · 16 articles
Email for CPA firms.
Email at a CPA firm is shared work. A single client thread can pass through a partner, a manager and the preparer. Each article here settles one question that raises. Some start at the partner's desk: what reaches you first, how to pick up a thread a colleague started, and how to book one client with two partners. Others cover the firm's records, from finding what someone told a client two years ago to what IRS Publication 4557 and the FTC Safeguards Rule expect of attachments. The rest help you buy: the four kinds of email software with prices for seven seats, and what an email assistant covers before you hire admin. Each one stands alone, so start with the question you came with.
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Desk email management for a CPA firm partner
Desk email management for a CPA firm partner: the seven kinds of mail that reach you, who each one belongs to, what your morning briefing should carry, and the records request with a clock on it.
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Email triage for CPA firms: what reaches a partner first
Email triage for CPA firms, from the partner's desk: what reaches you first, what waits for the morning, what waits until Friday, and the routing rules for your own mailbox and the firm's shared ones, in Outlook or Gmail.
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Email summaries for CPA firms: picking up a thread a colleague started
Email summaries for CPA firms, from the partner's desk: how to summarize a long client thread somebody else started before a review, a call or a handoff, what to check before you rely on it, and how to handle the client data inside it.
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The firm's morning: an email briefing for each role at a CPA firm
A daily email briefing for CPA firms: what each person's morning read should surface, from deadlines and missing documents to notices and waiting clients, when it should arrive, and how the partner's version differs from staff.
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AI email replies for CPA firms that sound like the firm
AI email replies for CPA firms: what a drafting tool can safely write for staff, the firm style sheet that keeps seven people sounding like one practice, where the approval gate sits, what a partner still reviews, and the data checks to run first.
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Email follow-up for CPA firms: chasing one answer three people need
Email follow-up for CPA firms: how to write the client follow-up for missing data, who owns the chase when three people are waiting, an escalation cadence by role, templates for each step, and the records rules with a clock.
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How CPA firms turn client emails into tasks, and whose list each one lands on
Email task management for CPA firms: how a client email becomes a tracked task with one owner, what inbox-native options in Outlook and Gmail can and can't assign, how practice management tools like Karbon, TaxDome and Financial Cents handle the handoff, and which fits a firm of your size.
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Email search for CPA firms: finding what the firm told a client two years ago
Email search for CPA firms: how to find what someone at the firm told a client in a prior year, in Gmail and Outlook, in a former employee's mailbox, inside attachments and notices, and with AI search, plus a subject-line convention that makes the next search easy.
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Email attachments for CPA firms, and the version everybody works from
Email attachments for CPA firms: whether it's safe to email tax documents, what never goes as a plain attachment, portal or encryption, what Pub 4557 and the FTC Safeguards Rule expect, auto-filing, and the version a whole firm works from.
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Email and calendar for CPA firms: booking one client with two partners
Email and calendar for CPA firms, at the hardest booking: one client, two partners. Who owns it, what each calendar shares, the email that offers times, holds, booking pages and the move.
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Accounting firm workflow software, and the firm admin worth handing to it
Accounting firm workflow software takes the admin that repeats and passes between people: recurring jobs, client requests, reminders and handoffs. Here's a job-by-job inventory of a CPA firm's admin, a test for what to hand off, and the email half workflow tools leave with each person.
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Email accounts for CPA firms: every mailbox one partner reads
How a CPA firm should manage multiple email accounts from a partner's desk: which addresses become aliases, which stay separate, delegate access, sending as the firm, and one view across Outlook and Gmail.
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A secure mail client for a CPA firm, and the answers a client can ask for
A secure mail client for a CPA firm that holds client tax records: what it has to be true on every seat, what the FTC Safeguards Rule and IRS Publication 4557 ask, and the plain answers a client gets when they ask who can see their data.
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Email software for a CPA firm: the four kinds, what they cost, and which fits
Choosing email software for a CPA firm with staff: the four kinds firms buy, current prices for seven seats, the criteria that matter once mail passes through several people, and a two-week test.
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Email assistant for CPA firms: what it covers before you hire admin
An email assistant for CPA firms takes the inbox half of an admin job: sorting, client asks, routine replies, chasing and booking. Here's what that half is, what a hire costs, the rules on who reads client mail, and a one-month test that writes the job description for what's left.
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Email productivity for CPA firms: getting chargeable hours back
Email productivity for CPA firms, from a partner's desk: where the chargeable hours go, which inbox habits hold up in busy season, what each one saves in a worked example, and how to count your own firm's gain.