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AI email assistant for accountants

Jace reads client threads and the invoices and spreadsheets attached to them, then drafts the reply in your Gmail or Outlook inbox. You check the numbers and send.

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How Jace handles email at an accounting firm

Jace is an AI email assistant that works inside the Gmail or Outlook account you already use. For accountants, most email is a client asking for something or a client owing you something. Jace sorts that mail by client, drafts the reply from the thread and its attachments, and leaves sending to you.

Drafts that read the attachment

Before it drafts, Jace reads the earlier messages in the thread and attached PDF, Word, Excel and CSV files. A reply about an invoice can refer to the invoice number and amount on the attached PDF. You check every figure before sending.

Document requests that get followed up

When you ask a client for bank statements or receipts and they go quiet, the thread gets a Waiting label. After 3 days without a reply, Jace prepares a polite reminder for you to review and send.

A label for each client

Create an AI label with a plain-language description, such as "emails from @harperbakery.com or about Harper Bakery's VAT return". Jace applies it to matching mail, and it syncs to Gmail labels or Outlook categories.

Rules for routine questions

Write instructions in plain English, such as "When a client asks about a filing deadline, never confirm a date without asking me". Another: "Keep replies to vendors short and ask for the PO number". Jace applies them to every relevant draft.

Several inboxes in one place

Connect up to 2 inboxes on Plus or 8 on Pro, for example a personal address and a shared billing address you answer yourself.

Answers from your email history

Ask Jace in chat when a client last sent their payroll file, or what fee you quoted last year, and it searches your connected inbox. Pro searches 3 years of email history; Plus searches 1 year.

Client data: what Jace does and doesn't do

Email is encrypted in transit and at rest.
Jace does not train AI models on your email content and does not sell your data.
Jace asks Google or Microsoft only for the permissions it needs to sync mail, calendars and contacts. You can revoke access from your Google or Microsoft account at any time.
Jace doesn't give tax or accounting advice, doesn't post to your ledger and doesn't replace your practice management system. You stay responsible for what you send.
Check your firm's policy, and any client agreement, on third-party email apps before connecting a firm account.

A good fit if

You're a sole practitioner or work at a small firm, and you answer client email from your own Gmail or Microsoft 365 inbox.
Much of your email is invoice questions, document requests and deadline reminders, with files attached.
You want a first draft waiting in your inbox but will check every number before it goes out.

Probably not the right tool if

Your firm doesn't allow third-party apps to access mailbox content.
Several staff need to work one shared inbox with assignments and an audit trail. A shared-inbox or practice management tool fits that better.
You need emails and attachments filed automatically into a document or practice management system. Jace has no built-in filing for those.

Let Jace draft. You review and send.

Watch how Jace transforms a chaotic inbox into an organized, productive workspace.

Connect your email

Securely link your email inbox to get started.

Connect your inbox

Jace onboards itself

Jace uses your email context to prepare drafts in your voice. Check the wording and details before sending.

Personalize your drafts

Review and send

Review the prepared drafts, edit as needed, and send when ready.

You review and send

Write less, achieve more

AI Email Drafts

Reply drafts in your voice, ready for your review

You're trying to respond to an important email... but it takes forever to check attachments, remember Slack discussions, and review previous conversations.

Now you get intelligent drafts that include all the context automatically - attachments analyzed, calendar checked, Slack reviewed.

Review the draft, check the details, then send.

Smart Rules

Your personal email assistant.

You're managing business emails... but you constantly need to CC people, use templates, or create calendar events.

Now you can set custom rules that automatically handle CCs, apply templates, and trigger actions based on who you're emailing.

Always CC my manager when we close finalize contracts.

Business Integrations

Email in. Task done.

You receive customer requests and feedback... but you have to manually create tickets, send Slack updates, and notify your team.

Now actions happen automatically when emails arrive - tickets created, Slack notifications sent, documents saved.

Complete work across all your tools without leaving email.

AI Labels

See what matters instantly.

You get 100+ emails daily... but scanning subject lines to find urgent messages wastes valuable time.

Now AI automatically labels emails by type and priority - "urgent client," "partnership," "internal updates."

Focus on what's important without reading every subject line.

AI Chief of Staff

Ask anything. Get it done.

You need business information or want to complete tasks... but searching through emails, docs, and tools takes forever.

Now ask your AI assistant anything about your business and get instant answers plus actions completed.

Chat with Jace to fetch data, create docs, and automate tasks.

See Jace in action

Watch how Jace handles an email in the example below.

Book a personal demo

Jace has been a game-changer for our business operations. The platform is intuitive and has become an essential tool for our daily operations. I highly recommend it to any business leader looking to enhance their productivity.

Stacey Helbig

Jace has entirely reshaped the way I approach email. It saves me over an hour a day - and the feature list keeps growing. Additionally, I use Superwhisper to chat with the email agent, so I rarely have to touch my keyboard.

Josh Graham

Founder at instantvoiceover.ai

I'm impressed by how good the generated replies are. It's just like myself. And I hardly ever need to edit them. I'm saving hours a week on email.

Darius Foroux

Author of "Do It Today"

I love how Jace adapts to my unique tone, allowing for a truly personalized experience. The custom instructions feature is powerful, letting me fine-tune how Jace responds.

Carsten Falborg

Head of Product at Available.dk

Start free, then scale with monthly credits

Bank-level security for your peace of mind

SOC 2 controls

We follow SOC 2 and CASA Tier 3 controls for handling sensitive data.

Encryption

Your emails are encrypted in transit and at rest

Enterprise-Grade Infrastructure

Built on secure cloud infrastructure

Privacy First

We never train AI models on your data. Your information stays yours.

Secure. Private. Encrypted.

With CASA Tier 3 compliance and industry-leading encryption, your emails stay private, secure, and protected, always.

Questions accountants ask about Jace

Still have a question in mind? Contact us

Not by default. Jace saves replies as drafts in your Gmail or Outlook drafts folder for you to review, edit and send. Auto-send is an opt-in setting for a specific label or workflow. If you never turn it on, nothing is sent without you.

Yes. Jace uses PDF, Word, Excel and CSV files attached to a thread as context when it drafts or summarizes. It can get things wrong, so check every figure before you send.

No. Jace does not train AI models on your email content and does not sell your data. Email content is used to sync your inbox and to generate the drafts and answers you ask for.

Jace marks threads where you are waiting on a client with a Waiting label. After 3 days without a reply it prepares a follow-up draft. You decide whether to send it.

Yes. Jace connects to Gmail and Google Workspace as well as Outlook and Microsoft 365. Drafts appear in your normal drafts folder, including in your phone's email app.

Plus is $25 per user per month, or $20 a month billed yearly, with 10,000 credits a month and up to 2 inboxes. Pro is $50 per user per month, or $40 a month billed yearly, with 20,000 credits a month and up to 8 inboxes. Both start with a 7-day free trial.

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Join thousands of professionals who've already transformed their email workflow.

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30-day money-back guarantee

Terms of service Privacy Policy Impressum Extension Privacy Security

AI email assistant for accountants

How Jace handles email at an accounting firm

Drafts that read the attachment

Document requests that get followed up

A label for each client

Rules for routine questions

Several inboxes in one place

Answers from your email history

Client data: what Jace does and doesn't do

A good fit if

Probably not the right tool if

Connect your email

Jace onboards itself

Review and send

Write less, achieve more

AI Email Drafts

Smart Rules

Business Integrations

AI Labels

AI Chief of Staff

Start free, then scale with monthly credits

Bank-level security for your peace of mind

SOC 2 controls

Encryption

Enterprise-Grade Infrastructure

Privacy First

Secure. Private. Encrypted.

Questions accountants ask about Jace

Does Jace send emails to clients on its own?

Can Jace read invoices and spreadsheets?

Does Jace train AI models on my clients' emails?

Can Jace chase clients for missing documents?

Does Jace work with Outlook and Microsoft 365?

How much does Jace cost for an accountant?

Ready to reclaim your time?