Industries / For accounting firms
Chase client documents without writing the same email all season
In tax season the inbox is clients sending documents and you asking for the rest. Clarity sorts each email, drafts the reminders and keeps a task for every document a client still owes you.
What Clarity does with each email
Four emails like the ones that land here, and what happens to each one.
| From | Subject | Label | What Clarity did |
|---|---|---|---|
| Client | Here are my T4s | FYI | Task marked done: T4s received |
| Client | When is my return due? | To Respond | Reply drafted |
| You | Still need your RRSP slip | Awaiting Reply | Follow-up ready if they go quiet |
| Government | Notice of assessment available | Notification | Filed |
What goes wrong today
The same reminder, a hundred times
Every client needs a nudge for the one slip they forgot. Writing each reminder by hand takes days.
Nobody knows who still owes what
Which clients sent everything and which are missing one form lives in a spreadsheet you update by hand.
Questions pile up near deadlines
The week before a deadline, every client writes at once.
How Clarity handles it
Sorts every email as it lands
Each email gets a label the moment it arrives: To Respond, FYI, Marketing and the rest. You can add your own labels by writing the rule in plain words.
Turns asks into a to-do list
When an email asks you for something, it becomes a task that links back to that email. It closes when the mail shows it was done.
Catches the threads that went quiet
When someone stops replying, the follow-up is already drafted. It stops the moment they answer.
Drafts replies in your voice
Replies to real questions wait in your Drafts folder, written the way you write. You read them, change what you want and send.
Not sure what to hand over?
Most people aren’t. Run the free report and it shows what arrives in your inbox and what Clarity could take. Or book a call and we’ll look at it with you and set it up the way your business runs.
What it won’t do
Send a reply you haven’t seen, unless you write a rule that tells it to.
Mark an invoice paid on an amount alone. The payment has to name the invoice.
Close a task without an email that shows it was done.
Questions
Does Clarity send emails on its own?
Not unless you tell it to. By default every reply waits in your Drafts folder until you read it and send it. You can write a rule that replies for you, but that is your choice.
Does it work on a shared address like info@?
Yes. Connect the shared address the same way you would connect your own mailbox, with its Gmail or Outlook login. Clarity then works on that inbox like any other.
Do I have to set it up myself?
Labels and drafts start working as soon as you connect. For order tracking, payment matching or anything specific to how your business runs, book a call and we set it up with you.
See what Clarity would do with your inbox.
Connect your inbox and the report shows what arrives, what waits too long and what Clarity could take off your plate. Nothing is sent.