Dear Client,

The US Postal service delay warnings forced us to explore other avenues of delivering time sensitive data and this past January we emailed our annual engagement letter and questionnaire.  Based on some conversations it appears that on occasion our emails are being flagged as spam.  We asked our IT consultants to assist in creating instructions to help redirect our emails to their inboxes.  Below is their response and instructions.

With unsolicited and unwanted email becoming a larger problem, email services have made their spam filters more stringent. Unfortunately, these tougher guidelines for filtering can cause legitimate emails to be mistaken as spam.

Our IT Company has developed this to help you receive the emails you are waiting for.  Consult your IT person if you need further help.

How to Whitelist an Email Address with Popular Email Providers,,,

Set up a filter to redirect the mailing you want to receive in your inbox:

  • Log into your Account using your credentials.
  • Then select “More Settings” and then “Filters” on the left-hand side.
  • Click the “Add” button on the Filters page.
  • In the “From header:” row, make the drop down “contains” and put our email sending addresses in the box.
  • At the bottom of the page Click the “Choose Folder” pull down menu and select “Inbox”.
  • Click the “Save Filter” button.

Tip: If the mailing is in your Yahoo Spam Folder open the email and click the “Not Spam” button.

Note: You should also check that the mailing’s email address is not in your “Blocked Addresses” list.  You can find your “Blocked Addresses” list by clicking “Settings” then “More Settings” and then “Security & Privacy” on the left-hand side.  If you see the mailings from address on this list, select it and click the “Remove Block” button.,,

Whitelisting a domain or specific email address if is just as easy and works by adding the address or domain in question to a group called “safe senders”. An address that has been added to safe senders will be pushed to your inbox regardless of your spam filters. To add an address or domain to safe senders:

    Click on “Settings”, then “View all Outlook settings”.

    Go to “Junk email”, then choose “Safe senders and domains” or “Safe mailing lists” to select the domain or email you want to whitelist.

   Note: Enter the domain name or email address you wish to add to Safe senders. Make sure to include the @ character for domain names in order to only whitelist emails with the exact string of characters you entered (and nothing more).

Alternatively, you can simply add an individual email address that has sent you a message to your Outlook Contacts. Though they lead to the same result, this method is quicker and more efficient than manually entering information.

To make sure Gmail never filters as spam mail from a certain contact or domain:

 Click the Settings gear icon on the top right in Gmail.

  • Choose “Settings” in the menu and then select “Filters & Blocked Addresses” along the top.
  • If there’s a list scroll to the bottom and click “Create a new filter”.
  • Type under from:
  • The click ‘Create Filter from Address’ and choose “Never Send to Spam” then save by clicking “Create Filter”,

 To make sure any Apple webmail never filters our email as spam:

 Log into your iCloud webmail account using your credentials.

  • Click the ‘Actions/Settings’ gear icon, usually in the sidebar
  • Click ‘Add a Rule’
  • Set the filter, if a message is from our email sending addresses, then move to your inbox.
  • Click ‘Done’