Email Etiquette for Tax and Accounting Professionals   New

You can run an entire conversation in a DM, but work doesn't always happen that way. Email still shows up when things matter: decisions, approvals, follow-ups, client communication, and anything that needs to be clear, documented, and professional. If email feels awkward, confusing, or easy to mess up, you're not alone.

This course breaks down how email actually works in the workplace: what to say, how to say it, and when it's the right tool versus chat or DMs. You'll learn how to write messages that get responses, follow up without sounding pushy, handle group emails and reply chains, and communicate confidently with managers and clients. We'll also cover why things like tone, timing, and confidentiality matter more in email than in instant messaging. Think of this as a practical guide to using email without overthinking it, and without accidentally creating problems you didn't mean to.