Collection email
Why it makes sense
Many clients send documents by email. The TAXY collection email makes sure those attachments automatically go where they belong: stored in the client's online archive and extracted. You cut down on manual forwarding, eliminate lost attachments and automate the next steps. Rules can be defined on the mailbox: client assignment, automatic filing into a folder or a responsible person.
Automatic routing of attachments to the right folder
Bulk document processing
Fewer manual steps
How does the collection email in TAXY work?
rule
krok 1
Create a rule for routing attachmentsforward_to_inbox
krok 2
The client sends an email to the collection addressnetwork_intel_node
krok 3
The system detects the client and the attachment contentinbox_text
krok 4
The attachment joins the queue (extraction/archive)notifications
krok 5
The responsible accountant is notified about the processingWhat this feature brings you
The collection email guarantees all attachments are processed correctly and no documents get lost.
Automatic attachment routing
Attachments automatically travel to the right folder based on rules.
A unique collection email
Every client has their own collection email, so documents are always processed correctly.
Batch inbox processing
Process hundreds of emails at once without manual forwarding.
Collection email
Collection email — all documents in one place
The collection email is part of the connected TAXY ecosystem. It saves accountants time and minimises lost documents; clients can keep sending documents the way they're used to — we file them safely and make them available in one place.
The traditional approach vs. working in TAXY
How attachment processing changes with the collection email
The traditional way
Forwarding attachments manually
Lost documents and versions
Sorting documents by hand
Missing history
Repeated checks
Collection email
Automatic attachment routing
Centralised archiving
Automatic document sorting
A complete history
Automatic data extraction
Make life easier with the collection email
Everything you need to process attachments and keep track of their status in one place.