Client email handled, billable hours kept
For accounting, legal and advisory firms: replies to prospects and clients, drafted in Gmail or Outlook from your fee schedules and checklists, approved by a professional.
Sarah WhitfieldProspective client, contact form
“I got a letter from the IRS about my 2024 return. Can you help with this, what would it cost, and what should I send you?”
Drafted by InboxPilot
Hi Sarah, yes, we handle IRS notices. A notice review is a flat $250, and if a response is needed we'll quote it before starting. Please send the letter and your 2024 return, and book a 20-minute call with the link below.
- Fee schedule: notice review $250
- New client checklist
Most client email isn't advice. It's fees, checklists, deadlines and "did you get my documents?". InboxPilot drafts those replies from your own fee schedules and checklists, and the professional's time goes to the work the client is paying for.
Intake, documents and status, drafted before you open the file
Prospects get your fee, the documents you need and your booking link, taken from the fee schedule and intake checklist for that service.
Tomás RiveraDo you handle digital nomad visas for Spain? What does the process cost?
- Services: Spain digital nomad visa, €1,450
- Eligibility call: 30 minutes
Hi Tomás, yes. Our Spain digital nomad package is €1,450 and covers the application and your NIE appointment. The first step is a 30-minute eligibility call, which you can book below.
Drafted by InboxPilotSendWhen a client sends paperwork, the draft confirms what arrived and lists what is still missing, using the checklist for that engagement.
Mark EllisonAttached are my W-2 and 1099s for this year.
W-2 2025.pdf1099-NEC (2).pdf- 2025 individual return checklist
Thanks Mark, we have your W-2 and both 1099-NECs. To finish your return we still need your 1098 mortgage statement and last year's return.
Drafted by InboxPilotSendStatus questions are answered from the tracker your team already keeps in a Google Sheet. Nobody has to stop and go look.
Client trackerClientMatterStatusNext stepEllison2025 returnWaiting on client1098 statementOkaforVisa applicationSubmittedDecision pendingBrandt & CoQ3 bookkeepingIn reviewSent by Oct 10Used in the reply: submitted, decision pending, nothing needed from the client.Each email is filed under your own labels. A workflow can forward tax questions to the tax partner and invoices to accounts.
Inbox4 newSorted by InboxPilot- Sarah WhitfieldIRS letter about my 2024 returnNew clientsDraft ready
- Mark EllisonW-2 and 1099s attachedDocumentsDraft ready
- Ruth AdamsQuestion on my payroll setupAdvisoryForwarded to partner@
- Harbor SuppliesInvoice INV-0932BillingForwarded to accounts@
Tomás Rivera
Do you handle digital nomad visas for Spain? What does the process cost?
- Services: Spain digital nomad visa, €1,450
- Eligibility call: 30 minutes
Hi Tomás, yes. Our Spain digital nomad package is €1,450 and covers the application and your NIE appointment. The first step is a 30-minute eligibility call, which you can book below.
Drafted by InboxPilotSend
Made for firms that can't send a wrong answer
The firm's intake address or each professional's own. Microsoft 365 shared mailboxes aren't supported yet; addresses with their own login are.
Engagement letters, fee schedules, intake checklists and your website. Nothing you add is used to train shared AI models.
Answers from
- Fee schedule 2026.pdfFlat fees and hourly rates
- Intake checklistsOne per service
- Client trackerGoogle Sheet, read when an email arrives
- whitmoreadvisory.comServices and FAQ pages
Drafts wait in the thread for review. On Growth you can let document receipts send on their own, and keep review on anything that reads like advice.
Re: IRS letter about my 2024 returnHi Sarah, yes, we handle IRS notices. A notice review is a flat $250, and if a response is needed we'll quote it before starting.
Waiting for youEditSend- Documents receivedAuto-send
- New client inquiriesReview
- Tax and legal questionsReview