We all know how frustrating email can be, especially for accounting teams. Sometimes it just doesn't work as you want it to. Email often becomes a major source of frustration - especially when

We all know how frustrating email can be. Sometimes it just doesn't work as you want it to. In Part IEmail Blunders That Cost Accountants Time and Money of this series, we took

Email is a necessary evil for accounting teams. It's the primary way we communicate with our colleagues, vendors, and customers. But it can also be a huge source of frustration - especially when

When scaling your business, email no longer becomes the “best” or “easiest” tool to use. This is why sales departments use Salesforce to manage account status, notes and communications. This is why your

Your Accounting Inbox Needs a Workflow Overhaul: Part 4 Email was never designed as an accounting tool. Using email to manage the inflow of communications and documents to/from customers and vendors may make

Your sales team uses Salesforce, IT is using JIRA to manage internal inquiries, and your customer success team is using Gainsight to manage the influx of customer requests. But you? You’re stuck

Email was never designed as an accounting tool. Using email to manage the inflow of communications and documents to/from customers and vendors may make sense on paper, but when managing multiple streams and

When you are just starting out, using email to manage the inflow of communications and documents to/from customers and vendors makes sense. You are building relationships and managing invoices with a personal touch.