Most accountants, especially partners or managers, claim their inbox is cluttered with CC, BCC and FYIs with no clear action guideline.
At Karbon, we recommend you do not BCC team members into emails.
- If the email is for someone's information, they will be able to find it in the client, organization and/or piece of work timeline;
- if the email actually requires the person's attention, after you've sent it add a note mentioning your colleague within the relevant context (the client, organization and/or piece of work timeline) and add the action he or she needs to take. This note will appear in their triage.
Lachlan is sending an email to Fred requesting more information; he wants Michelle to keep track of the documents and send them as they come to the auditor.
In this example, you see that the email is just clutter and requires me to reach out to my colleague to understand whether I should do something or not. It's not clear at a glance.
In this best practice example, I can tell at a glance what is required of me, for what client and in regards to what job or task.