Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Messages, meetings, and support

Message your team

Use Messages for ongoing conversations about active work.

Updated 2026-10-11

Messages keeps your conversations with Institution together, so you do not need to hunt through email for what was said.

  1. Open Messages in the sidebar.
  2. Pick the conversation or service you want to talk about.
  3. Write your message and send it.

If Messages is empty or locked

You need an active service to message Institution. A page that says to activate a service first means none of your services is active yet. See how a service gets activated.

Note

Do not put passwords, full account numbers, or verification codes in a message. Upload documents in Documents, where files are stored privately.

Was this article helpful?

Tell us whether this answered the question you came with.

Related articles

Still stuck?

Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.

We confirm who you are before we change anything on an account.