Jason On Firms Podcast 548 How Accounting Firms Can Escape the Email Inbox
Dec 3, 2025
Discover why email can be a productivity sinkhole in accounting firms. Learn about the importance of delegating routine tasks to free up valuable time. Explore tech tools that enhance team communication beyond traditional options. Jason outlines a three-step plan to escape the inbox, emphasizing the need for team ownership over email responsibilities. He shares practical rules to manage emails effectively and tackles the fears associated with letting go of control. Ready to reclaim your focus and boost your firm’s efficiency?
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Email Is The Biggest Time Sink
- Email consumes more hours in accounting firms than almost anything else and blocks deep work.
- Radical elimination (removing tasks) is the enabling move to focus on high-value work.
Two Small Wins, Big Impact
- In a room of 60 firm leaders only two had delegated inboxes and both called it life changing.
- One firm triaged inboxes collectively and another used an assistant to massively reduce owner burden.
Pick Team Email Software
- Use a team-focused email tool (Missive, Front) rather than relying on personal Gmail/Outlook for long-term delegation.
- If needed, start by delegating via Outlook/Gmail but plan to migrate to a dedicated tool for sharing and control.