Run your firm with mesha
Supercharge your firm with practice management, productivity and AI-enabled tools.
AI-enabled tools.
Emails
Get summaries of emails and email threads
Brandon Westervelt
Jan 15, 10:40 AM
Hi Corey, Hope you’re doing awesome! As we gear up for the year-end, how about a quick catch-up to go over your financial scene? How does next Tuesday, 2:00 PM sound for a virtual coffee and numbers chat? ☕📈
Corey Korsgaard
Jan 16, 12:30 AM
Hey Brandon, Thanks for the buzz! Tuesday at 2:00 PM is a go. Looking forward to our virtual coffee date. ☕
Conversation summary
Brandon initiated a friendly email to Corey, proposing a virtual meeting to discuss year-end financials. He suggested next Tuesday at 2:00 PM for a "virtual coffee and numbers chat."
Corey responded positively, agreeing to the suggested time and expressing anticipation for their virtual coffee date.
Compose email
Draft an email in seconds based on a few quick prompts or phrases. Then review and adjust before sending.
![image](https://nolo-web-assets-ssr.s3.us-east-2.amazonaws.com/assets/images/pages/for-accountants/email1.webp)
Compose an email from a task
Automatically create emails with personalized updates.
![image](https://nolo-web-assets-ssr.s3.us-east-2.amazonaws.com/assets/images/pages/for-accountants/email2.webp)
Adjust your tone
Improve outgoing email by adjusting the tone to suit the situation.
![image](https://nolo-web-assets-ssr.s3.us-east-2.amazonaws.com/assets/images/pages/for-accountants/email3.webp)
Compose replies
Draft a reply with one click, using the context of the previous email. Get IRS and client-specific information embedded into the reply.
![image](https://nolo-web-assets-ssr.s3.us-east-2.amazonaws.com/assets/images/pages/for-accountants/email4.webp)
Search, redefined
Answers to all your queries.
Get accurate answers to your queries, from the latest IRS guidelines to internal knowledge databases and client information.
![image](https://nolo-web-assets-ssr.s3.us-east-2.amazonaws.com/assets/images/pages/for-accountants/search-refined-1.webp)
Collaboration
Assign reviews, tasks and see what others are working on
![image](https://nolo-web-assets-ssr.s3.us-east-2.amazonaws.com/assets/images/pages/for-accountants/search-refined-2.webp)
Project Management
Understand what needs to be done, what is being done and who is doing what.
![image](https://nolo-web-assets-ssr.s3.us-east-2.amazonaws.com/assets/images/pages/for-accountants/search-refined-3.webp)
Productivity
Supercharge your accounting with integrated AI-recommendations, categorization flows and more
![image](https://nolo-web-assets-ssr.s3.us-east-2.amazonaws.com/assets/images/pages/for-accountants/productivity.webp)
Integrated with the all your tools
![image](https://nolo-web-assets-ssr.s3.us-east-2.amazonaws.com/assets/images/pages/for-accountants/integrations.webp)
Manage Your Clients Easily
Integrated with your Quickbooks clients
![image](https://nolo-web-assets-ssr.s3.us-east-2.amazonaws.com/assets/images/pages/for-accountants/manage-client-1.webp)