Using the Communication Centre consolidated mailbox
- May 9, 2026
- 7 min read
Stop losing track of client receipts and questions in scattered email threads. The Communication Centre provides a consolidated mailbox, live chat, and a secure client portal — and works seamlessly with the tools you already use.
Consolidated mailbox
Connect firm inboxes so messages appear in one place. Threads automatically link to CRM client records, giving every team member full context without switching apps. Search and filters help you find conversations by client, job, or status.
Live chat and client portal
- Clients message your firm through a branded secure portal
- Live chat supports quick questions between formal email threads
- Upload requests and document delivery stay on the client record
- AI-assisted summaries help you respond faster while you stay in control
Contextual tracking
Every channel — email, chat, portal — feeds the same client timeline alongside tasks and files. Bookkeepers see receipt questions next to ledger work; accountants see ATO-related threads next to compliance jobs. Enable Microsoft 365 or Google Workspace live sync for calendar and mail continuity.