Conversations

The Conversation History page is a read-only view of email threads between you and your accounting firm. Each row represents one email thread, so you can find prior exchanges without digging through your inbox.

You can’t start a new conversation from this page. To begin a new thread, email your accountant directly — it will show up here once it’s logged.

Filtering and searching

Show: Open / All — toggle between only open threads and the full history.
Search — find a thread by subject or conversation ID.
Sort — click the arrows next to Subject, ID, Date, or Status to reorder the list.

Reading the table

Each row shows:

Subject — the email thread’s subject line, often tagged with the related service (e.g. Washington Filing 2026 (STX-251))
ID — the conversation ID, useful when referencing a specific thread with your accountant
Date — when the thread was last active
Status — whether the thread is open or resolved

Click a row to view the full details of that thread.