Email Management Software for Accounting Firms
FinnDesk is email management software for accounting firms tired of client emails living in private inboxes. Sync your firm’s mailboxes, file every thread against the right client, turn requests into tasks and give the whole team visibility of client communication.
- Two-way sync with Gmail and Outlook
- Threads auto-filed to the right client
- Turn an email into a task in one click
Client Mail
SYNCED98%
Threads matched to a client record
- Query · Orbit Labs Task created
- Documents · Nexa Retail Filed
- Approval · Aperture Co Filed
- Statement · Meridian Filed
- Unmatched sender Needs review
Threads synced
24,910
Tasks from mail
1,204
Unfiled
18
98%
Threads auto-filed
0
Forwarded-for-context emails
2.4x
Faster handover during leave
What Email Integration does for your accounting firm.
Two-way sync
Connect Gmail or Outlook and send from either side. Replies appear in both places, correctly threaded.
Automatic filing
Threads match to clients by sender domain and contact, so the record builds itself.
Email to task
A client request becomes a task with owner and due date without retyping a word of it.
Shared visibility
Colleagues covering for someone on leave can see the thread instead of asking for a forward.
Templates and merge fields
Standard requests go out personalised, in bulk, with the client’s own details filled in.
Attachment capture
Documents arriving by email are filed straight into the client’s document vault.
Four steps, and then it looks after itself.
Configuration is a one-off. After that the module runs on your schedule and only asks for a human when something genuinely needs one.
- 1
Connect
Authorise Gmail or Microsoft 365 for the mailboxes you want synced.
- 2
Match
Existing threads file themselves against client records by contact and domain.
- 3
Act
Convert requests into tasks and reply from inside the client record.
- 4
Retain
The thread stays with the firm when the mailbox owner moves on.
Email Integration for accounting firms, answered
What is email management software for accounting firms?
It connects your firm’s email to your client records, so client threads are visible to the team instead of sitting in one person’s inbox. FinnDesk files each thread against the right client and lets you turn an email into a task.
Which providers are supported?
Google Workspace and Microsoft 365 over OAuth, plus standard IMAP/SMTP for other providers.
Is personal email visible to the team?
No. Only threads matched to a client record are shared, and you can exclude senders or domains entirely.
Can we send bulk email?
Yes, with templates and merge fields, subject to your provider’s sending limits.
Do attachments get stored?
Attachments on matched threads are saved into the client document vault automatically.
Still have a question? Talk to us
Pairs well with
09
Attendance & Leave
Clock-in, shifts, holidays and leave balances — accurate enough to run payroll from.
10
Leave Management
Leave requests, approvals and balances by type — with a team calendar that shows who is out before you plan the week.
11
Performance Monitoring
Understand how work actually happens — with transparency settings your team can live with.
Put Email Integration to work this week.
Start with this module alone, or switch on the rest of the platform alongside it. Either way, setup takes minutes rather than a quarter.
14-day free trial · No credit card · Setup in under 10 minutes