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Review Communications

Use this page when client email or message history affects accounting work.

Open Communications

Use the Communications list to review received, sent, and failed messages.

Communications list with received, sent, and failed email states
Communications list with received, sent, and failed email states

Expand A Message

Open a message when you need the full body or context.

Expanded email message body
Expanded email message body

Check Before You Leave

The communication should answer the accounting question or identify what is still missing.

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