The problem
At an accounting practice, whether it’s a team or a self-employed accountant, most emails are variations on the same few things: document requests, questions about deadlines, confirmations that something was sent. Answering them one by one eats hours that could go into the actual technical work.
What the agent does
- Every new email arrives already sorted: document request, deadline question, urgent or other.
- For the requests that keep coming back, the reply is already written and waiting, in your tone.
- The urgent ones, and the ones that really need you, show up first.
- Nothing goes out without you. You review, correct if needed and send.
What we need from you
- Access to the practice’s mailbox, or to whoever answers clients.
- 5 to 10 replies you write over and over, exactly as you send them today.
- The list of emails that must never go through the agent, such as ones with sensitive tax data.
- A contact person to check the first drafts.