Use casesAccounting and bookkeeping firms
Stop losing client questions in partners' inboxes
Client questions about deadlines, documents and invoices pile up across personal inboxes. Flatdesk puts them in one queue with an owner and a reply target, at $49 per agent per month, or $39 billed yearly.
What it does for this
One queue for every client
Tag tickets by client so you can see who is asking and what is still open before a deadline.
An owner on every question
Assign each ticket to a person and add internal notes the client never sees.
Saved replies for the usual questions
Save your document checklist, deadline and fee-explanation answers as macros.
Answers clients can find
Publish how to send documents and what to expect each season. The AI replies from them and hands anything else to a person.
A busy-season auto-reply
Set an auto-reply that says how long answers take during the rush so clients know what to expect.
Where it falls short
If you need these today, another help desk fits better.
- No document upload portal or e-signature. Clients send files by email or through your existing tools.
- The AI explains your published process only. It gives no tax or accounting advice, so route those questions to a person.
Questions
Can the AI answer tax questions?
No. It answers from the articles you publish about your process. Advice questions go to a person.
Can clients upload documents?
They can attach files to an email or chat. There is no dedicated upload portal.
Can we see requests per client?
Yes. Tag tickets by client and filter the queue.