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.
What if your tedious, everyday tasks could handle themselves? RogerRoger's workflow automation offers that solution, clearing away routine tasks and freeing up your valuable time for more detailed and high-level accounting work.
RogerRoger is designed for simplicity and ease from the start, no complicated setup, no steep learning curve. Plus, it integrates seamlessly with all common email providers like Outlook, Gmail, Exchange and IMAP ensuring a smooth and consistent user experience.
Kanban boards offer a straightforward solution to build custom workflows, including email to task. Its a conveniently way for your accounting team to collaboration on tasks and manage projects with ease.
It's a simplified, efficient way to manage your customer and business information. No more sifting through piles of unrelated data. Smart Collect organizes information relevant to you, making it faster and easier to find exactly what you need.
Looking for a better way to process emails while keeping track of tasks and deadlines? Try RogerRoger for free today. You're not alone - many accountants have already turned to RogerRoger to boost their team productivity. 💪
