Client mail, sorted — even at tax season.
Every client brings deadlines, documents, and questions. NeatMail triages mail by intent, surfaces what's urgent, and drafts replies — so nothing slips when volume spikes.
Continue with OutlookWhy Accounting Firms choose NeatMail
NeatMail keeps accounting firms ahead of the inbox spike that comes with every deadline. It reads client mail by intent and auto-labels it — a document submission, a question about a return, a deadline reminder, an engagement note — so source documents and time-sensitive requests surface even when volume triples at tax season. For routine questions it drafts a reply in your voice that a preparer reviews and sends, cutting the repetitive typing that piles up in busy season. Auto-archive clears software and marketing noise from the queue. It works in Gmail and Outlook, so nothing from a client slips when the workload peaks.
- Client documents lost in busy-season volume
- Repetitive tax questions answered from scratch
- Deadline requests missed in the flood
Client mail, sorted through busy season
Every client brings deadlines, documents, and questions. NeatMail keeps the time-sensitive ones surfaced even when volume triples.
- CHere are my tax documentsDocumentsClientFlagged so the source docs aren't missed
- CQuestion about my returnQuestionClientA routine reply drafted for a preparer
- CCan we still make the deadline?DeadlineClientPrioritized above the noise
- NCLooking for a CPANew engagementNew clientSurfaced and labeled
- SProduct newsletterNoiseSoftwareAuto-archived
the most common workload for public accountants during busy season
Busy-season weeks run long past 50 hours. NeatMail keeps document submissions and deadlines surfaced and drafts the routine replies, so preparers work returns, not the inbox.
Tax season, before and after
- Client documents lost in busy-season volume
- Repetitive tax questions answered from scratch
- Deadline requests missed in the flood
- Source docs mixed with software marketing
- Volume tripling with no way to keep up
- Document submissions flagged and surfaced
- Routine replies drafted for a preparer to send
- Deadline mail prioritized automatically
- Client threads labeled by intent
- A queue that holds up when volume spikes
Handling sensitive accounting firms email
Client and case communications are confidential, so here is exactly how NeatMail treats your data:
- OAuth authentication with least-privilege scopes — revoke access anytime from your Google or Microsoft account.
- Encryption in transit (TLS) and at rest; NeatMail stores metadata, not your email content.
- Source-available under the Elastic License 2.0, so your team can audit exactly how data flows.
- Self-hostable — run NeatMail on your own infrastructure so client data never leaves your environment (useful for strict data-residency requirements).
- Independently checked: CASA Tier 2 and ESOF verified.
NeatMail does not currently sign HIPAA Business Associate Agreements or hold a SOC 2 report. If your practice requires either, self-host NeatMail for full data control or talk to us about your requirements.
Talk to us about complianceTwo hundred emails.
Four of them are promises.
Most tools sort your mail by sender, subject, or how new it is. NeatMail sorts by what you owe. The threads carrying a commitment get lifted into their own label before the rest of the day buries them.
Find my open promises →Ignore a sender once.
It never buries a promise again.
Newsletters and promos aren't just clutter. They're the pile a commitment disappears into. Mute a sender one time and NeatMail keeps every future email from them out of your inbox, and out of the way of what you owe.
Mute a sender for good →You promised the proposal.
It's already attached.
Catching a promise is half of it. Keeping it means the file actually goes out with the reply. NeatMail reads your draft, finds the proposal, the invoice, or the signed contract sitting in your inbox, and clips it on before you hit send.
Never forget the file →Auto-labeling in action
Auto-archive in action
Smart attachments in action
Two hundred emails.
Four of them are promises.
Most tools sort your mail by sender, subject, or how new it is. NeatMail sorts by what you owe. The threads carrying a commitment get lifted into their own label before the rest of the day buries them.
Find my open promises →Auto-labeling in action
Ignore a sender once.
It never buries a promise again.
Newsletters and promos aren't just clutter. They're the pile a commitment disappears into. Mute a sender one time and NeatMail keeps every future email from them out of your inbox, and out of the way of what you owe.
Mute a sender for good →Auto-archive in action
You promised the proposal.
It's already attached.
Catching a promise is half of it. Keeping it means the file actually goes out with the reply. NeatMail reads your draft, finds the proposal, the invoice, or the signed contract sitting in your inbox, and clips it on before you hit send.
Never forget the file →Smart attachments in action
Priced for deep work.
Two plans. Neither costs what a person does. Cancel anytime — your inbox stays yours.
An assistant
A person to watch your inbox for you.
- Offline nights, weekends and holidays
- Needs full access to every email you get
- Weeks of training before they're useful
- Sick days, notice periods, turnover
- Still needs you to say what matters
Pro
For the focused individual.
- Email tracking — Unlimited
- Custom labels — Unlimited
- AI draft replies — 100/mo
- Follow ups — 50/mo
- Auto file attachments
- Chat with mails
- Telegram & Slack
- Archive rules — 25
- —Advanced analytics —
- —Priority support —
Max
For high-volume operators.
- Mailboxes — 2
- Email tracking — Unlimited
- Custom labels — Unlimited
- AI draft replies — Unlimited
- Follow ups — Unlimited
- Auto file attachments
- Chat with mails
- Telegram & Slack
- Archive rules — Unlimited
- Advanced analytics
- Priority support
7-day free trial · 14-day money-back guarantee · Cancel anytime
* Full refund available on your first subscription payment within 14 days of purchase. See our Refund Policy.
Asked & answered.
Built for the security posture of modern teams. Audited, certified, and quiet about it.
Client mail, sorted — even at tax season.
NeatMail triages and drafts in Gmail and Outlook, and self-hosts for full data control.