Shared Team Inbox Software for CPA & Accounting Firms

Your firm's shared inbox,
finally under command.

InboxCMD organizes your accounting firm's client email into threads — so tax season volume, document requests, and client questions never get lost in one shared mailbox.

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InboxCMD
WORKSPACE
clientdocs@yourfirm.com
SM
All Threads 12 open
Harmon Retail Group 9:14 am
RE: Q3 estimated payment question
Urgent → Sarah M.
Johnson & Associates 8:52 am
New client — onboarding documents
Open → Mike T.
Rivera Family Trust 8:31 am
Invoice #4820 — payment sent
Awaiting → Unassigned
Hartwell Construction LLC Yesterday
W-9 and 1099 documents attached
Resolved
Harmon Retail Group <billing@harmonretail.com>
RE: Q3 estimated payment question
Urgent Open
billing@harmonretail.com 9:14 am
Hi — quick question on the Q3 estimated payment amount. Can you confirm before Friday's deadline? Thanks.
⚑ Internal Note
Sarah: pulled the numbers from their books — figure is correct, ready to confirm. — Mike T.
Reply to Harmon Retail Group…
IMAP connected
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Last poll: 12s ago
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4 users online
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● LIVE
How it works

One inbox. Whole team. Total visibility.

InboxCMD sits between your firm's domain email and your team — organizing every message into a managed, trackable thread.

Email arrives
InboxCMD polls your IMAP mailbox silently in the background — no forwarding rules required.
Organized into threads
Messages are grouped by conversation thread, tagged by status, and available to your whole team instantly.
Assigned to staff
Supervisors assign threads to staff members. Everyone knows what's theirs, what's pending, and what needs attention.
Desktop alerts fire
When something urgent happens, a Windows desktop notification fires instantly — no email required to get the alert.
Share files securely
Need to send something big or sensitive? Generate a secure download link with recipient verification, right from the thread.
Collect documents from clients
Send clients a standing secure upload link — they drop files in, your team gets notified, nothing touches email attachments.
Built for CPA & Accounting Firms

Made for how a firm actually works.

Tax season volume, document collection, and client turnaround — handled the way your firm needs them to be.

Survive Tax Season Volume
Every client email becomes its own tracked thread — nothing gets buried when volume spikes.
Collect Documents Without the Chase
A standing secure upload link lets clients drop off tax documents directly — no more attachments lost in a shared inbox.
Know Who's Handling What
Assign threads to specific staff so two people never work the same client email — or worse, neither does.
Status at a Glance
Needs Reply / Awaiting / Resolved tells any team member exactly where a client stands, without digging through the inbox.
Features

Everything your office needs.
Nothing it doesn't.

Built for real businesses — not enterprise fluff. Clean, fast, and actually useful on day one.

Shared Inbox
Your domain's info@ or contact@ email becomes a full team inbox. No more one person holding the whole email account.
Thread Notes
Staff can add internal notes to any thread — visible to the team, never sent to the client. Keep context alive.
Attachments
Files attached to emails are stored and accessible within the thread — no digging through your mail client.
Blacklist Management
Spam senders get blacklisted permanently. Their messages never surface again — keeping your inbox signal-clean.
Status Tracking
Every thread has a status — Open, Awaiting Reply, Resolved. At a glance, any team member knows exactly where things stand.
Per-Client Install
Each client gets their own isolated installation. Your data never shares a database with another organization.
Secure File Share
Send large or sensitive files straight from a thread with a secure, code-verified link — recipients confirm by email before they can download, nothing sits as an unprotected attachment.
Secure Client Upload Portal
Give clients a permanent, secure link to upload documents directly into your workspace — no account needed, no more chasing attachments buried in email.
Alert System — Live Feed
Urgent reply from Harmon Retail Group
Thread #1042 · Assigned to Sarah M.
now
New client onboarding form received
Thread #1041 · Unassigned
4m
Thread #1038 resolved
Closed by Mike T. · 12 min response time
18m
Attachment received — W9_1099.pdf
Thread #1039 · Hartwell Construction LLC
31m
Desktop Alerts

The right people know
the moment it matters.

InboxCMD ships with a compiled Windows desktop client that watches your inbox and fires toast notifications to staff — instantly, without needing a browser open.

  • Configurable triggers — immediate, on completion, manual, or scheduled
  • Snooze & dismiss controls built into the notification
  • Installs silently with Inno Setup — launches on Windows startup
  • Audible system sound on new urgent alerts
Get Started

Ready to put your firm's inbox under command?

InboxCMD is deployed per client — your own install, your own data. Get in touch and we'll have you set up fast.

Request a Demo