Correspondence register
Keep every client conversation on record
Log calls, meetings, file notes, emails, SMS and mail against the client in a few clicks, save emails straight from Outlook or Gmail, and link them to the jobs they belong to. Whoever prepares the return can see what the client said.
Full functionality on the Professional tier
| Type | Status | Contact | Client | Summary | Date |
|---|---|---|---|---|---|
| Phone Call Summary | Ashlee Bull0491 570 156 | Bull Antics Pty Ltd | Upcoming tax planning meeting | 03/10/2026 at 1:56 PM | |
| EmailIncoming | Bull, Ashlee[email protected] | Bull Property Trust | Sale of the Hindmarsh Square property | 03/10/2026 at 11:20 AM | |
| Phone Message | Please Call (URGENT) | Ryan Bull0491 570 157 | Bull Antics Pty Ltd | Wants to talk to Paul about the new warehouse lease | 02/10/2026 at 4:05 PM |
| SMSOutgoing | Draft | Bull, Ryan0491 570 157 | Bull Antics Pty Ltd | Hi Ryan, the documents are ready for you to sign… | 02/10/2026 at 2:14 PM |
| Drop In | Please Call | Dean Schurr0491 570 158 | Schurr Pty Ltd | Dropped in the signed engagement letter | 01/10/2026 at 10:42 AM |
| Meeting | Melissa Schurr | Schurr Family Trust | Annual review: distributions and next year’s budget | 30/09/2026 at 9:30 AM | |
| EmailOutgoing | Bull, Ashlee[email protected] | Bull Antics Pty Ltd | Activity statement for July to September | 29/09/2026 at 3:12 PM | |
| File Note | Bull Super Fund | Auditor asked for the 2026 bank statements | 29/09/2026 at 11:05 AM |
Illustrative view. Sample client groups.
What goes wrong today
It doesn’t get written down
When the team is busy, calls and meetings go unrecorded, and the people doing the work lose sight of what the partner discussed with the client.
The history is in one person’s inbox
Emails and attachments sit in whoever received them, so nobody else can see what the client was told or what they sent.
It takes too many clicks to file
Saving an email, filing its attachment and noting it on the job means jumping between several apps, so it gets skipped.
From a phone call to the job
Capture it once and everyone can see it
This is the Bull family, a sample client group, working with a sample practice. The names, numbers and notes are made up, but each step works the way the tool does.
Log the call while it’s fresh
Open a phone call summary straight from the message, with the contact, client and number already filled in, and the client’s notes beside it. Dot points are better than no points.
Start from the practice’s templates
Pick a text template and AccountKit fills in the client’s name, group and year, so every letter, email and SMS says it the same way.
Save emails without leaving your inbox
In Outlook or Gmail, the AccountKit pane saves the email against the client, files the attachment in your document management and links it to the right workflow jobs.
Send to many clients, still personal
Write one email with placeholders, attach the questionnaire and send it to the clients you choose, from the right partner or manager, on a repeat if you like. Bulk email is in beta.
Open the job and see the conversation
Everything linked to a job shows up in it, so whoever prepares the return can see what the client said and sent.
- Log the call while it’s fresh
- Start from the practice’s templates
- Save emails without leaving your inbox
- Send to many clients, still personal
- Open the job and see the conversation
Log the call while it’s fresh
Open a phone call summary straight from the message, with the contact, client and number already filled in, and the client’s notes beside it. Dot points are better than no points.
With Ashlee Bull with regards to Bull Antics Pty Ltd on 0491 570 156 (m: Bull, Ashlee) about Upcoming tax planning meeting
- Expects a strong year: sales up after the new game launch.
- Wants to talk through buying the warehouse they lease.
- Ryan to join the meeting. Ashlee to send the year-to-date figures.
- Book the meeting for the week of 19 October.
Illustrative AccountKit Correspondence Register. Sample client groups, fictional phone numbers and email addresses.
Start from the practice’s templates
Pick a text template and AccountKit fills in the client’s name, group and year, so every letter, email and SMS says it the same way.
With Ashlee Bull with regards to Bull Antics Pty Ltd on 0491 570 156 (m: Bull, Ashlee) about Upcoming tax planning meeting
- Expects a strong year: sales up after the new game launch.
- Wants to talk through buying the warehouse they lease.
- Ryan to join the meeting. Ashlee to send the year-to-date figures.
- Book the meeting for the week of 19 October.
Search text templates
- {{finyear-1}}/{{finyearshort}} | Tax PlanningThe base template for the annual tax planning letter.Tax Planning
- Activity StatementEmail template for sending activity statements.Activity StatementEmail
- Appointment ReminderSMS reminder for upcoming meetings.SMSMeeting
- Birthday MessageA short message for a client’s birthday.SMS
- Checklist {{finyear + 1}}Chasing information for the year’s tax work.Tax PlanningEmail
- E-Sign TemplateThe general email when sending for e-signing.E-Signing
2026/27 | Tax PlanningThe base template for the annual tax planning letter.
Dear Ashlee,
Tax Planning for the RJ & AJ Bull Family Group
With the year well under way, we’re starting our tax planning season.
We’ll look at your year-to-date profit, work through estimates for the rest of the year and review your likely tax position, then talk through your options.
So from here, could you please:
- Let us know if you’d like to go ahead with tax planning.
- Bring your accounting records up to date.
- Tell us when the file is ready, with your estimates for the rest of the year.
Kind regards,
Paul Murray
Illustrative AccountKit Correspondence Register. Sample client groups, fictional phone numbers and email addresses.
Save emails without leaving your inbox
In Outlook or Gmail, the AccountKit pane saves the email against the client, files the attachment in your document management and links it to the right workflow jobs.
- Ashlee BullSale of the Hindmarsh Square propertySat 11:20 AM
- Dean SchurrRe: engagement letterFri 4:48 PM
- Ryan BullWarehouse leaseFri 2:02 PM
- Melissa SchurrTrust minutesThu 9:17 AM
Saved to Bull Property Trust and linked to 2 jobs
Illustrative AccountKit Correspondence Register. Sample client groups, fictional phone numbers and email addresses.
Send to many clients, still personal
Write one email with placeholders, attach the questionnaire and send it to the clients you choose, from the right partner or manager, on a repeat if you like. Bulk email is in beta.
Subject: {{finyear-1}}/{{finyearshort}} Tax Planning | {{client_group_name}}
Dear {{contact_first_name}},
{{finyear-1}}/{{finyearshort}} Tax Planning for the {{client_group_name}}
{{client_list_bullet}}
With the year well under way, we’re starting our tax planning season.
We’ll look at your year-to-date profit, work through estimates for the rest of the year and review your likely tax position, then talk through your options.
Tax planning questionnaire.pdf
Preview: Schurr Pty Ltd
Subject: 2026/27 Tax Planning | DA & MR Schurr Family Group
Dear Dean,
2026/27 Tax Planning for the DA & MR Schurr Family Group
- Schurr Family Trust
- Schurr Pty Ltd
- Schurr Super Fund Pty Ltd
- Schurr Superfund
- Schurr, Dean
- Schurr, Melissa
With the year well under way, we’re starting our tax planning season.
Subject: 2026/27 Tax Planning | RJ & AJ Bull Family Group
Dear Ashlee,
2026/27 Tax Planning for the RJ & AJ Bull Family Group
- Bull Antics Pty Ltd
- Bull Buckets Pty Ltd
- Bull Property Trust
- Crazy Bull Family Trust
- Bull, Ashlee
- Bull, Ryan
With the year well under way, we’re starting our tax planning season.
Illustrative AccountKit Correspondence Register. Sample client groups, fictional phone numbers and email addresses.
Open the job and see the conversation
Everything linked to a job shows up in it, so whoever prepares the return can see what the client said and sent.
Linked ToolsTool records that are linked to this task
| Client | Description | Linked By |
|---|---|---|
| Bull Property Trust | Email (Incoming): Sale of the Hindmarsh Square property | Paul Murray |
| Bull Property Trust | Contract of sale - Hindmarsh Square.pdf | Paul Murray |
| Bull Property Trust | File Note: Settlement date and agent’s commission | Maya Chen |
Illustrative AccountKit Correspondence Register. Sample client groups, fictional phone numbers and email addresses.
Who it’s for
Built for teams who share client work
Practices where more than one person talks to the same client, from reception taking a message to the partner meeting them and the compliance team preparing the returns. Recording client interactions also helps you meet your professional obligations.
How often it comes round
Every time someone talks to or writes to a client: by phone, in person, by email, SMS or mail.
- A call comes in
- Log the message and notify the person it’s for.
- After a meeting
- Write the dot points while they’re fresh.
- An email arrives
- Save it from your inbox and link it to the job.
Xero App Store reviews
What practices say about it
★★★★★
…Messaging and meeting notes are now better recorded with it being fully paperless.…
★★★★★
AccountKit has greatly helped organise our processes especially with Correspondence Register and Equipment Finance as it brings them together in a single site instead of going through each client folder to look for it.…
AccountKit is rated 5.0 out of 5 from 83 reviews on the Xero App Store.
Questions
What practices ask about correspondence register
What types of correspondence can we log?
Eight types: phone message, phone call summary, file note, drop in, meeting, email, SMS and mail, each with its own fields.
Does it work with Outlook and Gmail?
Yes. Send from AccountKit through your own mailbox, or use the AccountKit pane inside Outlook or Gmail to save emails, file attachments in your document management and see the client’s details.
Can we use templates?
Yes. The practice’s text templates fill in the client’s name, group and year, for emails, letters and SMS.
Can we email many clients at once?
Yes, with bulk email, which is in beta. Write one email with placeholders, attach files, choose the clients and who it comes from, and set it to repeat if you like.
Can correspondence be linked to a workflow job?
Yes. Link an email, its attachments or a note to one or more jobs, and they show up when someone opens the job.
Which AccountKit plan includes the correspondence register?
Full functionality is on the Professional tier.
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Read the guideAML for accountants in Australia: Tranche 2 obligations
Also in the toolkit
- WorkflowEvery task, recurring job and reminder in one place, linked to the client or client group.
- Knowledge CentreYour internal processes, kept where the work happens and linked from workflow tasks.
- Important items registerWhere the wills, trust deeds and title certificates are, and who took them offsite.
The heart of your firm
Put your client conversations on record
Start a free 14-day trial and log this week’s calls against your clients, or book a demo to see the register with the team.
