FileMy.Email
An Outlook add-in for CPA and accounting firms that files client correspondence, invoices, W-9s, and tax documents directly to SharePoint — automatically, with consistent naming and metadata. Built for the volume of busy season.
Starting at $10/mo for 3 users. See pricing
Tax season alone produces a year's worth of email volume in four months. Every client sends W-2s, 1099s, K-1s, brokerage statements, "one quick question" replies, and corrections. The official process is to file all of it to the client folder. The actual process:
This add-in turns email filing into a one-click step inside Outlook. Smart suggestions learn each client's folder. Save on Send catches outgoing mail automatically. Attachment names follow your firm's convention every time.
Browse any SharePoint structure — Client › Year › Tax Return is the typical layout. After one save, the add-in suggests the same folder for that client's future mail.
The completed return sent to the client, the e-file confirmation, the engagement letter — all file themselves to the client folder the second you hit Send.
Naming templates produce predictable file names firm-wide. "2026 - Acme Corp - W-9.pdf" instead of "scan_001.pdf" — searchable in SharePoint years later.
Map SharePoint columns to email fields — Client ID, Engagement Year, Document Type — and they're populated automatically. Useful for retention policies and SOC reviews.
$10/month for 3 users, $3 per additional user, monthly billing, no annual commitment. Add busy-season staff in January and remove them in May without contract gymnastics.
Files go directly from Outlook to your SharePoint. We never read, store, or proxy email content — relevant for AICPA confidentiality and IRS Section 7216 obligations.
Email arrives with attachments. Add-in suggests the client's tax-year folder. One click — email and attachments file with names like "2026 - John Smith - W-2 Acme Corp.pdf". Preparer never leaves Outlook.
Partner sends the completed return PDF to the client. Save on Send is on. The outgoing email and attachment land in the client's tax-year folder automatically — the firm has a record of what was delivered, when, and to whom.
Admin runs Inbox Cleanup against a shared mailbox or a partner's inbox. Suggested destinations preview side-by-side. Hundreds of emails file in one pass instead of one drag at a time.
Partner is offline Saturday. Auto-Archive is on for known clients. Documents that arrive over the weekend file themselves to the right folders by Monday morning — only senders the partner already mapped, never new ones.
Yes. Document portals (SmartVault, Canopy, ShareFile) handle client-facing document exchange. They don't solve the everyday email that piles up in Outlook. This add-in routes that email and the one-off PDFs into SharePoint without retraining clients to use the portal for every send.
Yes. The add-in browses any SharePoint folder structure. Client / Year / Engagement is a common layout. Save once, and the add-in suggests it for that client's future mail.
Files transfer directly from Outlook to your SharePoint using your firm's Microsoft 365 credentials. Email content is never read, stored, or proxied through our servers.
Yes. $10/month for 3 users plus $3 per additional user, billed monthly with no annual commitment. Add seasonal staff for busy season and remove after.
Yes. Configure a naming template once. Every saved attachment follows it firm-wide.
Yes. Works in any mailbox the user has access to in Outlook, including admin@ shared mailboxes that intake client documents.
Starting at $10/mo for 3 users. See pricing · Setup guide