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Key Strategies for Accounting and Tax Professionals to Manage E-mail Overload

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Before starting this self study program, please go through the instructional document.


  • E-mail reality the troubling statistics
    9 mins
  • your starting point?
    26 mins
  • Key strategy: The clutter buster!
    28 mins
  • Taming e-mail Decision tree
    54 mins
  • Don't be a Blinger
    76 mins
  • Manage CC's, forwards, Replies
    90 mins

Course Description


E-mail is among the most powerful productivity-enhancing tools available to an organization as well as one of the biggest sources of pain and lost productivity, with managers and professionals getting buried deeper and deeper under a continuing stream of e-mail every day. In fact, the average professional spends at least two hours per day dealing with e-mail, with more than 25% of users checking their inbox a minimum of 20 times every day—and yet, surprisingly, less than 3% of the U.S. workforce has had training on how to manage e-mail.

This 2 hour webinar is specifically developed for accounting and tax professionals which includes strategies for effective e-mail management, organization, and prioritization that have helped literally thousands of business professionals regain control and sanity with their e-mail activities. With the help of this webinar your are guranteed to see the tangible results if you are dealing with a messy, unproductive desk and office, and a "busting out" e-mail account.

  • Effective e-mail management.
  • Organization & prioritization of emails.
  • Proven system for getting and keeping your e-mail account to 20 messages or less.
  • End the endless number of CC's
  • Training subordinates to handle urgent  & critical messages professionally.
  • Identify items for "proactive procrastination"
  • Strategy  to reduce the amount of SPAM emails

See why one client found that the average attendee to this program reported saving 2+ hours PER week (that is per employee!), and why many attendees report literally thousands less e-mails in their inboxes within a couple weeks of taking this program!

Learning Objectives

  • Understand the nature of e-mail & information overload in today's workplace
  • Have a strategy for “splitting” work, personal, and junk/spam e-mails for greater efficiency
  • Use a very simple “rule” for managing all incoming e-mail that allows for both greater speed and prioritization of those messages and embedded tasks
  • Learn how to convert e-mails quickly into tasks, contacts, and calendar items
  • Use embedded functions inside of your e-mail that allow you to “automate” responses to certain common activities/messages

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA