Client email from the assistant
Ask the MYLEDGER assistant to read, search and reply to client email, spot booking requests and show a client's email history.
The problem it solves
Client emails that answer bookkeeping questions sit in a separate inbox.
How it works
- Ask the assistant about a client's emails.
- It searches and summarises.
- Draft and approve replies.
What your practice gets
- Email in context of the books.
- Booking requests spotted.
- Replies you approve.
Questions accountants ask
Does it send replies on its own?
Sending outside the firm needs your confirmation.
Can it find old emails?
Yes, by searching.
Which mailbox?
Your connected Microsoft 365 mailbox.
Related features
Features that work alongside client email from the assistant.
Copilot actions across MYLEDGER
The Copilot can work across reconciliation, reports, data, compliance, communication, e-signature, Xero, checklists and memory, and undo, finding the right action as it goes.
Chase clients from the assistant
Ask the assistant to draft emails, request uploads and schedule BAS reminders.
Plans kept in step with FEDIX
Changes to your Fedix plan and entitlements apply in MYLEDGER automatically.
E-signature, calendar and email from MYLEDGER
Use FEDIX e-signature, your calendar and your email from inside MYLEDGER and its assistant.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.