For accounting firms
In tax season, no clientshould have to ask twice.
alfred_ gives every partner and staff accountant an assistant that keeps the client emails they owe in one list, and finds what was sent, with the receipts.
Gmail
OutlookAny IMAP inboxUp to six accounts, one listClients expect an answer the same hour.Your team has more to keep track of than ever.
- 01
Their other vendors reply fast now.
A two-day reply reads as "they don't care."
- 02
Every call ends in a summary full of promises.
Nobody owns turning them into done.
- 03
More accounts, same team.
You're expected to grow the account list without adding coordinators.
Client work used to slip once in a while. Now it slips every week, and the client notices first.
Standups, spreadsheets and the CRMall depend on someone remembering.
- Ask each rep in standupIt's from memory, and you become the bottleneck.
- A coordinator with a spreadsheetStale by noon, and it leaves when they do.
- The CRMIt shows what someone typed, not what the client asked.
- ChatGPT or CopilotIt answers when someone asks. Your problem is what nobody asked about.
- Hire another personIt adds another inbox with the same blind spot.
Every client,every document, one list.
- Replies you owe. Every client question that needs an answer, longest wait first.
- Waiting on the client. The signed letters and statements you're still chasing.
- Deadlines. Filing and extension dates, before they slip.
- Ask what was sent. "Did Brightwater get the 2025 return?" answered with the email behind it.
One client request, start to finish.Nothing reaches the client until you press send.
- 01
A client asks.
Their auditors need the signed engagement letter and the 2025 return. It lands in one rep's inbox.
- 02
You ask in plain words.
"Did we ever send Brightwater the signed engagement letter?" It checks every inbox you've connected.
- 03
It shows you the receipts.
Every answer points to the email it came from. If nothing went out, it says so.
- 04
You approve. It goes.
It writes the forward with both files attached. You press send.
Away from your desk.Still on top of it.
A text says which clients are waiting. Answer by text, say send, and it's sent.
Built inside a client services team. Nothing goes out without your OK.
Used by people at 250+ businessesAgencies, law firms, contractors, real estate firms and accounting practices
You approve, alfred_ does the typing.
Nothing reaches a client until you press send.
Each teammate stays in control.
Nobody sees anyone's mail unless that person turns it on, and every look is logged where they can see it.
It shows its work.
Every answer points to the email it came from. If there's no evidence something got done, it says so.
Independently assessed.
A CASA Tier 2 security assessment, for Google's review. Your inbox stays in Gmail or Outlook.
Does everyone at the firm get their own assistant?
Yes. On the team plan every partner and staff accountant gets their own alfred_, in their own email and calendar, on one firm bill.
Can it find whether a document went out?
Yes. Ask, like "did Brightwater get the 2025 return?", and it searches your sent mail and answers with the email it went out in, or says it found nothing.
Does it work with Outlook and Microsoft 365?
Gmail (including Google Workspace), Outlook (including Microsoft 365), iCloud and any inbox that signs in with IMAP. Up to six accounts a person, on one list.
Will it send anything to a client on its own?
No. alfred_ drafts the reply when you ask and shows it to you first. Email goes out when you send it, or from a rule you set up.
How is client email kept secure?
Connect with Google or Microsoft and alfred_ never sees your password. It has passed a CASA Tier 2 security assessment for Google's review, and nobody sees anyone's mail unless that person turns it on.