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

Jul 17, 2021 28 min

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

from Accounting Automation Workflow Podcast Hosted by Brian Clare and Heather Satterley

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 Subscribe Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app! This podcast is a production of the Accounting Podcast Network Want to sponsor this podcast? Full transcript available upon request.

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What this episode covers

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.

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

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How long is this episode of Accounting Automation Workflow Podcast?

This episode is 28 minutes long.

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This episode was published on July 17, 2021.

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