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146 Vote

Automatic email capture & filing

Every time as email is received, the sending/receiving address is cross checked against the SV email database to see whether the address is logged against a client record. If the address matches a client record in SV then a copy of the email will be pushed to the corresponding client's 'emails' folder.

  • Guest
  • Jan 21 2019
  • Released
  • Attach files
  • Guest commented
    7 May 01:54pm
  • Guest commented
    15 Apr, 2022 07:27pm

    It would be great if this could poll accounts that are cloud hosted like in Google Workplace or Office 365 vs. standalone fat clients like Microsoft Outlook.

  • Guest commented
    13 Dec, 2021 10:02pm

    In the last three years I have gone from Canopy Tax to Intuit Practice Management to SmartVault. The best feature of the first two was the email integration. I would like to see this in SmartVault as it is a crucial part of efficient practice management. Thank you.

  • Guest commented
    21 Oct, 2021 06:15pm

    What is the timing to work with Microsoft 365?

  • Admin
    Himanshu Pandya commented
    7 Sep, 2021 04:09pm

    Hooray! Our Email Capture and Outlook plugin feature is in Beta, being released to a limited number of customers. As of now, we've received great feedback from our Beta customers. We expect to have this publicly available within the next month.

    If you'd like to get a copy of the Beta, please send an email to product@smartvault.com.

  • Guest commented
    15 Jul, 2021 03:52pm

    I heard there is a beta tester availablity, how can I be involved?


  • Guest commented
    21 Jun, 2021 05:28pm

    Great Idea! Although it would be more efficient if the email recipient/accountant can dictate which SV folder the email should be pushed, especially for those clients who have numerous entities using the same email address for portal access.

  • Guest commented
    18 May, 2021 10:42pm

    Great Idea...however if it's only for Outlook email users I will pass. What about Gmail or other email users?

  • Guest commented
    9 Feb, 2021 01:36am

    I think it is great, but hope that clients will not need to be signed up for access to SV, only that we record their e-mail.

  • Guest commented
    8 Feb, 2021 08:28pm

    I am assuming the "emails" folder you are referring to will be in SV.

    1. How will you handle all the emails in a string of emails? Where this can get very long if it is really a conversation.

    2. At what point will it be "pushed" - when i read it or when I am done with processing the email. Will it be left in Outlook?

    3. What if client has multiple email addresses? If I put them in the SV name area, I think SV generated items go to all addresses. When I send tax return ready - I don't what it going to multiple email addresses for the client.

    So maybe an "email" only client entry in the Name section for this?

  • Guest commented
    8 Feb, 2021 08:22pm

    I think this is an absolutley fantastic idea, I am very excited to see what this new development team can do. Great work so far on the Guest Portal update, we are getting positive feedback from our clients

  • Guest commented
    31 Jul, 2020 02:59am

    this would be great but also move to a separate default e-mail folder so easy to open and see all history of send and receive E-mails

  • Guest commented
    17 Jul, 2020 08:05am

    Yes great idea, will save time.

  • Guest commented
    12 Jun, 2020 08:54pm

    I like this proposed feature because I am do this manually now in order have a communication trail.