Tutorials

The email invitation your client receives when you invite them to Uncat

Here is a quick preview of the email invitation your client receives when you invite them to join Uncat. We also show a couple email templates for introducing Uncat to your clients and coworkers.

Watch more on-demand video tutorials.

Transcript

Hi there. This is just a quick view of the email that we send to your client when you invite them to Uncat.
So it basically says, Hey, your accounting professional with the name of your firm is inviting you to join their account on Uncat.
And it's letting them know that we're going to notify them. Anytime they have uncategorized transactions that need their attention, and then they can simply click the simply go straight to your uncut dashboard link, and they'll go straight into Uncat.
They don't need to set up an account or a password or download an app with the magic link. It's as easy as clicking the link, and they'll always head straight into Uncat prior to inviting your client to Uncat.
We also have these handy templates. So this is a quick way to introduce Uncat to your clients. There's also a second template for introducing Uncat to your colleagues.
That way everybody's on the same page. They know what Uncat is, what it's going to do, but it's going to replace the back and forth with the spreadsheets, which is the pretty typical workflow used by most bookkeepers accountants and firms.
So I hope that these resources are useful to you. And that's a kind of a quick preview of that first email that your client will get when you add them to Uncat. All right. Thanks.