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.
Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay
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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This podcast is a production of the Accounting Podcast Network
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Full transcript available upon request.
Want to sponsor this podcast?
Full transcript available upon request.