Tax advisors, trustees and accounting firms depend on precise, reliable and fully traceable communication. Client relationships often span many years and involve recurring questions, sensitive documents and legally relevant correspondence. Bodo was developed exactly for this reality: as an email-based CRM and ticketing system that structures and centralizes all client communication in one place.
The Key Difference for Tax Advisors: One Client – One Ticket
Traditional ticket systems create a new ticket for every inquiry or topic. Over time, this leads to dozens or even hundreds of disconnected tickets per client – fragmented, difficult to search and lacking context.
Bodo follows a fundamentally different approach. Each client is assigned one permanent ticket. All emails, replies, follow-ups, documents and internal notes flow into this single client ticket over months and years.
The result is a complete, chronological communication history – a true digital client file that tax advisors and trustees can rely on at any time.
Why Traditional Ticket Systems Often Fall Short for Trustees & Accounting Firms
Most ticket systems originate from IT or customer support environments, where cases are closed and forgotten. In tax consulting and fiduciary services, the opposite is true: client relationships are long-term, topics reappear, and historical context is critical.
Bodo was designed specifically for tax advisors, trustees and accounting firms – not for short-lived support cases, but for ongoing professional client relationships.
Complete Documentation & Traceability for Tax Advisors
All incoming and outgoing emails are automatically assigned to the respective client ticket. Every response, internal note and status update remains permanently stored.
This ensures maximum transparency – whether for internal coordination, client inquiries, audits or liability-related questions.
The history is retained even if email addresses change
Even if clients write using different email addresses over time, all communication is retained. New senders can be manually assigned to existing clients or merged so that the complete history remains bundled in a single client ticket.
Efficient Team Collaboration in Tax & Accounting Firms
Bodo is ideal for firms with shared inboxes and multiple team members. Messages can be commented on internally, prioritized or assigned to specific staff members – without forwarding chains or information loss.
Everyone in the team immediately sees what has been done and what still requires action.
AI-Enhanced Communication with ChatGPT (AI Integration)
Bodo includes integrated ChatGPT AI support to assist tax advisors and trustees in their daily communication. Emails can be refined, rewritten, corrected for spelling and grammar, adapted in tone or translated into other languages.
AI acts strictly as an assistant – full control and responsibility always remain with the user.
Email Remains Central – Bodo Makes It Manageable
Email continues to be the most important communication channel for tax advisors and accounting firms. Bodo does not replace email – it structures it, organizes it and makes it manageable over the long term.
Flexible & Customizable for Tax Advisors and Trustees
Bodo can be adapted to individual workflows and firm-specific requirements – from custom fields and internal status logic to tailored ticket structures. This ensures seamless integration into existing processes without disruption.