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Virtual mailbox for accountants

Never miss an IRS letter again

With Stable's virtual mail management for accountants, digitizing and managing client mail has never been easier.

Effortless mail management for accountants

Assign incoming mail to client teams to make sure every notice, deadline, and action is tracked and handled on time. Go even further with our API by integrating with your existing tools and creating custom workflows.

The perfect complement to your value-added services

Do you offer services related to check deposits, Accounts Receivable (AR), or tax compliance monitoring? Physical mail plays a major role in all three and Stable has the cloud-based tools to help.

Mail is secure with Stable

Enjoy peace of mind knowing your client’s sensitive mail is processed with HIPAA compliant and SOC 2 Type II certified service.

How it works

How Stable works for accounting firms

1
Manage mail from your dashboard

Act on mail from anywhere in the world from your centralized Stable dashboard

2
Never lose a document

Keep a permanent PDF archive of every piece of mail, accessible anytime from your dashboard

3
Automate check deposits

Automatically detect and deposit paper checks

4
Ship and redirect physical mail

Ship mail anywhere in the world when you or your client needs a physical copy

Thousands run on Stable everyday

Switching to Stable is easy

Save days of time with free assistance from our team as we walk you through compliantly changing your business address to Stable.

Priority support
Change of address guidance

Frequently asked questions

Don't see your question answered? Email us instead.

What is a virtual mailroom for accounting firms?

A virtual mailroom is a service that receives, scans, and digitizes physical mail so accounting firms can manage it online. By using a virtual mailbox for accountants, you can quickly and easily convert mail into searchable PDFs and route it to the appropriate accountant or client.

Contact our sales team to learn more about Stable’s client mail management solution for accountants, or get started online right away.

How do accounting firms manage client mail digitally?

With a virtual mailroom for accounting firms, incoming mail is opened and scanned, then uploaded to a secure dashboard where accountants can review, assign, and store documents. 

Using Stable, you can secure a virtual address for your accounting business, add a registered agent in any US state, and leverage automations to deposit checks, route mail, and streamline workflows.

Can Stable detect IRS notices automatically?

Yes. Stable can identify important documents like IRS or state tax notices and route them to the correct team or client workflow. This can help reduce your team’s manual admin workload and maximize efficiency, especially when it gets busy during tax season.

What happens to paper checks sent to my accounting firm?

Stable allows you to automate physical check deposits in order to save time and optimize cash flow. When a physical check arrives at our facility, it is detected, and then we scan and upload it to your Stable dashboard, where you can deposit the check remotely. You can also choose to have every check automatically deposited without manual intervention.

After depositing the check, you can decide to securely shred it or get it shipped to you.

Is a virtual mailroom secure for financial documents?

Yes. Stable processes mail using SOC 2 Type II certified infrastructure and secure document handling practices to protect sensitive financial information. We provide a secure mail and document scanning service for tax professionals and other industries, including banking and healthcare.

Can multiple accountants access the same client mail?

Yes. Mail can be assigned to specific team members or shared across client teams so everyone involved in the account can access the documents they need. We have flexible account permissioning so only authorized individuals can see sensitive mail.

Can I store client mail long term?

Yes, Stable stores digitized mail as PDFs that you can access as needed from your dashboard, creating a permanent archive that’s essential for compliance and recordkeeping. We implement secure scanning and storage practices to protect financial documents and sensitive information. Mail is securely shredded after 30 days, but all scanned mail will live digitally in perpetuity.

Does Stable integrate with accounting tools?

Yes. Stable offers an API that allows accounting firms to integrate their virtual mailroom solution with different software and tools. Customize your workflow and enable automations to reduce errors and speed up processing across teams.

Can remote accounting teams use Stable?

Yes, Stable is a great virtual mailroom solution for remote teams. Because all mail is digitized and stored in the cloud, accountants can review and manage mail from anywhere in the world. 

Remote accounting teams may also explore our virtual address service to set up a business address for their company. Establish a local presence and stay in compliance with a strategic virtual address location.

Can you ship original documents if needed?

Yes. If you or your client need the physical copy, Stable can ship the original mail anywhere in the world.

What types of mail do accounting firms typically process with Stable?

Accounting firms commonly use Stable for:

- IRS and state tax notices
- Client checks and payments
- Financial statements
- Compliance letters
- Client correspondence

See our case studies for more examples of how accounting firms and other businesses use Stable to improve their mailroom workflows.