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 [email protected] 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 protected] 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