For teams buried in email
Wake up to an inbox that is already handled.
Accountants, bookkeepers, and other professional firms that spend a large part of the day sorting mail, chasing documents, and answering the same client questions.
Setup
$190
Monthly
$150/month
Inbox · Gmail
SortedTax return documents
Draft reply ready
Can we move Thursday?
Scheduling · drafted
Fee dispute, Q2 invoice
Needs you
Drafted in
14s
Client never sees the wait
Left for you
1
Exceptions only
Live in
2–7 days
You keep
Your tools
Cancel
Anytime
The problem
Routine email (document requests, scheduling, ‘did you get this?’) crowds out the work you actually bill for. Nothing is broken. It is just repetitive.
How it works
- 01We connect to Gmail (personal accounts) or Yahoo Mail using a secure app password, not your regular login.
- 02Incoming mail is sorted and tagged by type.
- 03Routine replies are drafted; you review and approve before anything sends.
- 04Anything unusual is left for a human.
Included
- Inbox connection and sorting rules
- Routine reply drafts
- Handoff notes for your team
- Hosting and monitoring
After setup
- You review a short set of examples in week one.
- We tune categories and tone from real mail.
- Hosting, monitoring, and small improvements are included in the monthly fee.
Example workflow
01
Mail arrives
A client email hits your existing inbox.
02
Sorted
It is classified (document request, scheduling, billing, other).
03
Drafted or queued
Routine items get a draft; exceptions stay for you.
04
You decide
Send, edit, or ignore. You stay in control.
FAQ
Do I need to change my tools?
No. We connect to the inbox, forms, calendar, or phone tools you already use.
How long does setup take?
Most systems are live in 2–7 days after we have access and a short kickoff.
Can I cancel?
Yes. Monthly covers hosting, monitoring, and improvements and can be cancelled anytime. Work already delivered stays yours.
Is this a chatbot we drop on the site?
No. This is a done-for-you system we build, host, and maintain for your actual workflow.
Start here
If you opened this from an email, you do not need the rest of the site. Pick the lightest next step.