Automating Client Communication: Receiving, Assigning, and Responding to Client Email

In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover ways to automate inbound client emails via tools like Outpost, Karbon, and Front. Heather and Brian discuss using Plooto, Melio, Veem, Bill.com, and Corpay One to handle their clients' accounts payable and expense workflow management. The automation of the week is focused on getting client feedback.

Show Notes

Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

• twitter.com/HSatterley
• facebook.com/hsatterleyZAP
• linkedin.com/in/heathersatterley
• theappyhour.com
• satterleyconsulting.com
• satterleyaccounting.com
   

Get in Touch with Brian

• twitter.com/blueprintbrian
• twitter.com/blueprintottawa
• linkedin.com/company/blueprint-accounting-inc
• facebook.com/blueprintaccounting
• instagram.com/blueprintaccountinginc

Links

• Leave a review on Apple Podcasts or Podchaser
• Browse a list of Accounting Conferences

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Full transcript available upon request.

What is Accounting Automation Workflow Podcast?

Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!