Turn Any Email Into a Task
Now it’s easy for you to keep track of new client requests and create new tasks on the go with this new feature!
When you send an email to firstname.lastname@example.org it will create a project in Financial Cents for you and do the following below.
- Turns the subject line of the email into the project’s name
- Pull all the documents attached to the email and its contents into the project so you have everything you need in Financial Cents to get the job done
- And assign the new project to whoever sent the email to email@example.com so they have it on their to-do list for later
Interested? Watch this short video to see this new feature in action!
Start turning emails into tasks today with Financial Cents!
Check out more features at – Accounting Practice Management Features