Mailsafe for Accountants Summary:

Mailsafe will save your Practice time and money by streamlining your email filing processes whilst giving you a full and auditable archive of all email correspondence.

Searching for emails is instantaneous from within Outlook or by making use of our unique ‘Search Hook’ from Practice software such as IRIS, SAGE, CCH, RAPPORT etc.

Email volume to and from your Practice is on the increase and in some cases, accountants using Mailsafe report as much as 98% of client communication is via email and these emails often contain important business and client information.  Yet usually, there is no standard method of client email filing within a Practice because it can be a complex issue to tackle.

Current filing methods are often time consuming and relying on the users’ discretion about what to keep will result in gaps in the email history – it also makes it hard to find important emails quickly as so much is stored in private Outlook folders. 

Can you guarantee that you have a copy of the email that you are looking for?  How long should you keep looking for it before you give up?

Accounting Practices using Mailsafe have are saving between 30-60 minutes per user per day when filing searching and finding client emails giving them more time to do their job.

Mailsafe is designed to simplify the way your Practice files emails so that you can easily search and find ALL email correspondence for a client from within Outlook AND from your Practice software with a couple of clicks of the mouse.

Mailsafe's Automatic Indexing facility means that emails can be indexed with the same codes that you use in your Practice software e.g. Client ID, Client Code, Category, Tax Year etc. - saving you time on each client email sent or received.

Mailsafe will compliment your existing document filing procedures too.  Your Practice may have developed its own filing structure for other client documents, such as DOC/PDF/XLS, in a separate network folder for each client. 

This indexing structure can be mirrored in Mailsafe with up to six index fields available such as Client ID, Client Name, and Category etc.  There is also a handy ‘Browse to Documents’ button so you can quickly locate relevant client documents stored on the network

Installation and set up is easy offering a ROI from day one.  If you're not delighted with Mailsafe then there is a 30-day 'no quibble' money back guarantee.

1. Mailsafe Manual Indexing, Searching, Search hook into other applications e.g. IRIS, CCH, SAGE etc.

2. Protecting information on an email so that only the intended recipient can access the information i.e your client

Case Studies:

Please click on the logos below to open a PDF of each sample customer case study.

To arrange a full web demonstration of Mailsafe please click here or contact our office on 01252 622345

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Mailsafe requires:

Outlook 2010/2007/2003, SQL Server Express for small sites of 1-10 users, SQL Server 2008/2005/2000 or SQL Workgroup license for larger sites.

Mailsafe is also compatible with Exchange 2007 /2003 / 2000