As a bookkeeper, good email management presents an opportunity to further embed yourself into your client's businesses, helping them be more successful. But collaborating on email with your team can be clunky, confusing, and overwhelming. Sharing email passwords, missing messages, late replies—they slow your team down and can frustrate your clients.

This session will introduce you to the best practices of an efficient email communication process for your entire team. We’ll provide you with a step-by-step email management checklist you can begin implementing right away. Finally, we’ll show you how software like Outpost can help.

Learning Objectives:

• Recognize client email management as a growth opportunity


• Determine how to avoid inefficient communication processes & bottlenecks


• Give examples of good team collaboration on client email


• Assemble an email management checklist


• Identify tools and tips to boost team productivity