Turning the tide on Tax Consultancies’ email overload with YUDOmail

Tax consultancies deal with a multitude of clients and a large volume of critical tax queries. This results in group inboxes being flooded with crucial communications, with much productivity being lost simply managing this volume of messages. Inefficient email management can lead to missed queries, miscommunication, and delayed response times, impacting client satisfaction and compliance. 

By implementing Inbotiqa’s YUDOmail email-based workflow tool, emails are transformed from a source of frustration into a tool that improves efficiency and productivity. The state-of-the-art YUDOmail email management technology integrates with existing email systems to intelligently organise and prioritise emails. It has the ability to transform a tax consultancy’s email system from chaotic and overwhelming into an efficient and streamlined operation. 

How can YUDOmail help optimise tax consultants’ email-based workflow?

Reduced Email Volumes
YUDOmail helps decrease the volume of emails requiring personal attention by up to 20% by automatically closing cases that do not require human action, providing more time to focus on complex, high-priority client matters. 

Improved Accuracy and Compliance
By funnelling each query directly to the relevant expert by implementing rules-based ownership, accuracy of responses can be improved by up to 70%, helping to reduce errors and improve compliance. 

Efficiency Boost
By segregating and prioritising emails, it is possible to see up to a 60% reduction in time spent managing emails. Emails are also transformed into cases with attachments automatically organised and easily accessible.

Faster Turnaround Time
Automated prioritisation allows urgent emails to be addressed first with the potential to reduce turnaround times by up to 50%. 

Enhanced Client Satisfaction
With improved response times, accuracy, and reduced turnaround time, client satisfaction is significantly enhanced. 

With YUDOmail’s in-built rules capability, each client can set up customised rules tailored to their workflow so it is optimised to their unique needs. Exact results will depend on the specific dynamics and needs of a given tax consultancy, but these figures based on previous successful implementations of YUDOmail indicate the level of benefits it is possible to achieve.