Inbox Summary

AI Analysis
Urgent Matters
3
Requires immediate attention
Upcoming Deadlines
5
Filing and submission deadlines
Awaiting Reply
5
Messages requiring response
VIP Clients
4
Priority client communications

Priority Action Items

high
Review VAT filing deadline for 2 clients
high
Respond to 3 urgent financial planning queries
medium
Prepare tax documentation for upcoming audit
medium
Schedule consultation with VIP client
low
Update client portfolio with latest financial data

Recent Activity

Jackson Helio
VAT
Jul 2024

Do you want to book a chat with your accountant to understand whether you've crossed it yet?

Azam Khan
Account Issue
Jul 2024

I still can't access my financial statements. This is urgent as I have a board meeting tomorrow!

Tim David
Enterprise Solution
Jul 2024

Well great, I'd like to schedule a demo for next Tuesday if possible.

Conversation Categories

VAT
35%
Financial Planning
25%
Self-assessment
20%
Company Accounts
15%
Other
5%

Active Clients

8
Active today
Total clients: 2040% active rate