Self-serve mailroom automations

We have shipped self-serve mailroom automations! Previously, this feature was handled by our CX team.

Mailroom automations automate common tasks you may take in your mailroom. Right now, the main task that is supported is team assignment. This new feature allows you to create rules to automatically assign mail to specific teams — for example, mail from the IRS could be assigned to Finance, or mail from the EDD could be assigned to HR.

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Combined with permissions, this feature set can ensure that only the right people have access to the right pieces of mail within your organization, automatically.

We hope features like these earn your time back so you can focus on what matters most!

Electronic Check Deposit Onboarding

This sprint we also updated the account verification processes associated with our check deposit product.