Email Triage

Make the shared inbox accountable.

Awditify Email Triage helps firms review, assign, classify, and follow up on inbound client email from connected Outlook and Gmail accounts. Every message gets an owner, a status, and a connection back to the engagement it affects.

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Works with Microsoft Outlook · Google Workspace

Shared Inbox Triage Synced 2 min ago

Re: Q3 corporate return — missing T4

James Chen · via Gmail

Unassigned

HST refund — additional documents needed

Sarah Patel · Assigned to M. Brown

In Progress

Annual review — updated bank statements

Li & Partners Ltd · via Outlook

Waiting

T2 filing confirmation request

Sunrise Holdings · Linked to engagement

Done

12 messages · 3 unassigned Outlook + Gmail connected

Shared inbox triage

One workspace for Outlook and Gmail messages across the firm. Filter, search, and act without switching tools.

Assignment and ownership

Assign messages to team members. Every email gets an owner. Staff see their own queue with "Assigned to Me."

Status and priority

Five triage states. Priority flags. Follow-up dates. Nothing falls through after the first read.

Engagement links

Connect any email to the client engagement it belongs to. Keep client communication close to delivery work.

Shared inbox triage across the firm

One triage workspace for all connected Outlook and Google Workspace accounts.

View synced inbox messages from connected Outlook and Gmail accounts

Track last synced time and trigger a manual sync from the triage workspace

Search by subject, sender, and body preview

Filter by mailbox when multiple accounts are connected

Open the original email in the provider at any time

Assignment and ownership

Give every message a clear owner so nothing sits unread and unaddressed.

Assign emails to any team member from the triage workspace

Staff use "Assigned to Me" for a focused personal work queue

Track unassigned, assigned, and open message volume at a glance

Deep-link into filtered views for a specific assignee or engagement

Status and priority controls

Move messages through five practical triage states that match how firms actually work.

Five states: Unassigned, Assigned to Me, In Progress, Waiting on Client, Done

Set priority on important messages to surface urgent items

Add follow-up dates so client requests stay visible until they are resolved

Use bulk status updates for high-volume inbox cleanup

Engagement and client context

Connect email to the work it belongs to so context does not live in individual inboxes.

Link an email directly to a firm engagement

Show associated client context through the engagement link

Filter the triage view by linked engagement

Keep supporting email history visible beside the delivery work it affects

Notes, attachments, and records

Everything needed for handoff and file-keeping stays attached to the message.

Add internal notes to any email for handoff, context, and review

Download the original .eml file when a formal record copy is needed

Download synced attachments directly from the triage workspace

Full message metadata preserved: sender, recipients, subject, received time, read state

Safe email viewing

Staff review client messages without exposing the app to unsafe email content.

Render email bodies in a controlled sandbox viewer

Block unsafe scripts and interactive email content from executing inside the app

Staff read message content without each email becoming an uncontrolled browser surface

Works with your email tools

Connects to Outlook and Gmail

Microsoft Outlook Integration

Sync Outlook mailbox messages into shared triage and manage Outlook calendar events from Awditify.

View Microsoft Outlook integration →

Google Workspace Integration

Connect Gmail and Google Calendar to Awditify for shared email triage and calendar management.

View Google Workspace integration →

Email triage software for accountants

Shared inbox management built for CPA firms and bookkeeping practices

Awditify Email Triage is designed specifically for Canadian CPA firms and bookkeeping practices that manage inbound client communication across Outlook and Gmail. Instead of relying on individual inboxes or forwarded messages, your team gets one shared triage workspace where emails can be assigned, tracked by status, linked to engagements, and followed up on schedule.

Email Triage works alongside Firm Communication for internal team messaging, Firm Knowledge Base for firm-wide reference material, and the full Awditify for Firms practice management platform.

Firm Communication

Direct messages, group threads, firm-wide announcements, and mentions.

Firm Knowledge Base

Procedures, contacts, links, files, and tables in a searchable firm workspace.

Bookkeeping Knowledge Base

Client-specific notes, supplier contacts, and references for each client.

Microsoft Outlook

Mailbox sync, email triage, and calendar management for Microsoft 365 firms.

Google Workspace

Gmail sync, shared triage, and Google Calendar for Google-based firms.

Awditify for Firms

Engagements, billing, WIP, and AI copilot for the full CPA firm workflow.

Bring order to client email, firm-wide.

Every message has an owner. Every follow-up has a date. Every email connects to an engagement.

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