Email Management Software for Accounting Firms

Confident Teamwork in an All-in-One Inbox

Outpost takes the pain out of managing client email so your whole firm can see everything in one place, respond quickly, focus on billable work, and provide excellent service.

Best email management software for accounting firms

Pricey Accounting CRM Software is overkill —
Outpost works seamlessly with your existing email

connect unlimited mailboxes in Outpost

Log in once to access every client mailbox

With Outpost, you'll get full visibility into every client mailbox your team manages, all in one place. No more wasting time logging into multiple accounts or not knowing who's taking care of what. With Outpost, emails never slip through the cracks and you'll look professional every time.

Assignments increase efficient team collaboration

Team collaboration increases efficiency

Assign email to teammates or work together on a draft response, all inside Outpost. Leave private internal notes and @mentions on emails for your team. Collision alerts prevent duplicate work. With Outpost, everyone can work in the same inbox—without stepping on each other's toes.

Real-time analytics help you track and improve team performance

Less time on email = More billable work

Outpost helps you reclaim time spent on busy work so you can focus on providing your services and growing your firm. With automatic email routing rules, your client email will be organized so you can respond faster than ever. Plus, you'll be able to monitor your team’s performance with real-time analytics.

What accounting firms say about Outpost:

Tiffany Kao Tiffany Kao
Owner — Veraccounts
We wouldn't be able to operate without Outpost...Our favorite part is being able to write notes to discuss emails back without having to forward, copy + paste, forward, and re-forwarding emails to do the same. We simply love it.
Kathy Coffman Kathy Coffman
Owner — Coffman BizSolutions,
Inc.
I love that we have a single inbox to manage all our client emails as a team. We can communicate internally inside each email thread, assign emails to others, and tag to manage projects much more efficiently. We can also search for emails by tags which is very helpful when working on projects. Outpost has made it possible for us to efficiently manage our clients and projects as a team, and made email management easier too!
Dan Cadieux Dan Cadieux
Owner — Accolution
The setup is fabulous. It's just way easier when we set up a new client, we immediately add the email address into Outpost. We assign team members to it, and there's no further thought to how that email address and that client is going to be managed. Outpost takes care of it for us. We all know how it works and move forward.

So easy, everyone on your team will love it

save time with Outpost
Save 12+ hours per week

What will you do with your extra time? Outpost gets rid of the wasted time your team spends logging into multiple accounts or managing cluttered inboxes.

Outpost is easy to use
No training required

Outpost isn't a complicated CRM or a confusing Client Management Software. Your team will love that it looks and feels just like regular email, but with collaborative superpowers.

your client email is secure
It's safe and secure

Stop sharing email passwords between team members. With Outpost, you can securely manage mailbox access and permissions for each team member.

More Resources

How to Avoid Email Overload During Tax Season

How to Avoid Email Overload During Tax Season

How can you and your team avoid confusion, frustration, and burnout when managing client email this tax season? By following these 7 steps.

Email management is becoming a new form of revenue for accountants and strategic advisors. Learn how to sell this service to your clients.

Email Management: A New Revenue Stream You Can Add to Your Accounting Services

Email management is becoming a new form of revenue for accountants and strategic advisors. Learn how to sell this service to your clients.

Learn how online accounting this online accounting firm, turned email into their strongest productivity, collaboration and onboarding tool with Outpost.

How This Accounting Firm Simplified Email and Increased Efficiency With Outpost

Learn how this online accounting firm turned email into their strongest productivity, collaboration and onboarding tool with Outpost.