The Best Email and Document Tool for Accountants
All-in-One Tool to Securely Streamline Accounting Emails
Create an Audit Trail for Client Emails and Documents
Track email opens, link clicks, and document downloads in real time. When you send sensitive documents for signature with Mailsuite, you can see who signed the document, when they signed it, where they signed it, and more.
Easily Send Personalized Newsletters and Time-Sensitive Notifications
Keep your clients up-to-date about policy changes, upcoming tax deadlines, and more through personalized emails and newsletters. Automatically insert personal details with the click of a button to maintain a strong relationship with your clients, whether you have 1 or 1,000.
Schedule Emails to Send at the Perfect Time
Tax deadline coming up? Schedule a notification email to your clients now so you don't need to worry about doing it when you're buried under a pile of tax returns.
Securely Send Sensitive Client Documents
With advanced access control, you can decide who is able to view or download the documents you send, automatically add a watermark, set a document expiration date, and even see how long your client viewed each page of a document.
Increase Your Accounting Practice’s Efficiency with Mailsuite
Join the ranks of successful accounting firms that have leveraged Mailsuite to make client communication more efficient and secure. Automatically create audit trails for your emails and documents, schedule and send personalized emails to all your clients with the click of a button, and much more
Why Successful Accountants Choose Mailsuite
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User-Friendly and Cost-Effective
There's no learning curve to using Mailsuite because of it's simple design and quick setup. It offers a variety of features for free and its competitive pricing for more advanced capabilities offers significant value for budget-conscious teams
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Seamless Integration
Mailsuite is a Gmail add-on that seamlessly integrates into your existing inbox. You can also use Google Sheets to compile client data and send personalized mass emails with just a few clicks
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Robust Security and Compliance
Fully GDPR-compliant and annually audited by Google, Mailsuite ensures top-tier data protection. Advanced access controls help you keep sensitive financial documents secure, and Mailsuite never stores or accesses the content of your emails or documents
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All-in-One Solution
Mailsuite combines everything you need for internal and external communication into one tool. From tracking emails to securely sending and signing documents, you'll save time and reduce errors in client communication
What our customers say
