Are you an accountant overwhelmed by endless email threads and client communication chaos? Meet RogerRoger, your strategic partner in turning your email management from a daily stressor into a streamlined, efficient process. Designed with the precision and reliability that you value.
Picture an inbox that works as hard as you do, organized, efficient, and under control. RogerRoger’s solution is more than a tool, it wraps CRM, shared inbox, and task management in one easy-to-use package. Tax season won’tfeel like an inbox nightmare anymore.
Assign emails to specific team members, track the status of client queries, and ensure that nothing falls through the cracks, especially when tax deadlines are looming.
No more sifting through a crowded inbox to find that one crucial email from a client , it’s all organized, accessible, and managed seamlessly.
No more piled-up Emails and missed messages.
Preserve context in email thread discussions.
No more lost files or confusion about who is handling a client’s account. RogerRoger’s workspaces and task are your coordinated, precise system for ensuring every assignment is clear and on track.
Stop switching tools to track tasks.
No more manually updating tasks
With RogerRoger's CRM system, you won’t have to dig through endless email threads to recall a client's last request or previous tax scenario. It’s your digital client history book, ensuring you always have key information at your fingertips, exactly when you need it.
Automaticly colects emails, tasks, notes and more
Keep emails and tasks together for max context
RogerRoger turns your team's communication into a streamlined process, cutting out unnecessary chatter and confusion. Easily find old emails, track tasks and know what's been said to a client before you reach out.