📬 Inbox Management
Centralize all client communications in one powerful inbox. Manage emails, SMS, documents, and messages from clients and leads in a unified platform.
Inbox Features
Email Integration
Connect your business email to receive, send, and track all email communications with clients in one centralized inbox.
- Gmail and Outlook integration
- Email templates and signatures
- Read receipts and tracking
- Email threading and organization
SMS Communication
Send and receive SMS messages with clients directly from your inbox. Perfect for quick updates and reminders.
- Two-way SMS messaging
- Bulk SMS campaigns
- SMS templates and automation
- Delivery status tracking
Document Management
Organize and manage client documents, tax forms, and files with intelligent categorization and search capabilities.
- Document upload and storage
- Tax year organization
- Document sharing and collaboration
- Version control and history
Smart Notifications
Never miss important client communications with intelligent notifications and priority management.
- Priority message filtering
- Rubber stamp notifications
- Urgent message alerts
- Custom notification preferences
How Inbox Management Works
Connect Your Channels
Integrate your email, SMS, and document management systems into one unified inbox interface.
Organize Communications
Use folders, tags, and priority levels to organize messages by client, tax year, or urgency level.
Respond & Collaborate
Respond to clients directly from the inbox with templates, document attachments, and team collaboration tools.
Track & Follow Up
Monitor communication history, set follow-up reminders, and ensure no client inquiry goes unanswered.
Benefits for Your Tax Practice
🎯 Centralized Communication
Stop switching between multiple platforms. All client communications in one organized, searchable inbox.
⚡ Faster Response Times
Respond to client inquiries faster with organized message threads and quick reply templates.
📱 Mobile Accessibility
Access your inbox from anywhere with mobile-responsive design and push notifications.
📊 Communication Analytics
Track response times, client satisfaction, and communication patterns to improve service quality.
Ready to Centralize Your Communications?
Transform how you manage client communications with Conecta's unified inbox. Connect all your communication channels and never miss a client message again.