Accounting

Gain New Clients

• Determine what your potential clients’ needs are before they even book an appointment.

• View their link and web tracking information in easy-to-read reports to help better cater to their needs.

Easily Manage Contact Data

• Any contact data received will be automatically stored in a contact relationship manager for further use.

• Collected information can be used to personalize future communications with them.

Automate Client Appointment Reminders

• Easily remind clients when their appointments are by scheduling automated reminders.

• Reminders can be sent to each client’s preferred contact method.

Optimize Your Social Media Presence

• Automate your social media posts to maintain a strong and consistent social media presence.

• Clients and prospective clients can remain engaged with your firm and you can develop loyalty by interacting with them.

Engaging with SMS Keywords

• Have clients and potential clients text your shortcode to receive helpful accounting tips from your firm.

• Answers to texts can be pre-written and automated to send whenever someone sends a text to the shortcode.

Newsletters Keep Clients In the Loop

• Have clients opt in to receive regular newsletters from your firm.

• Automate the sending of the newsletters and tailor them automatically to suit each client’s interests.

Gain Feedback From Surveys

• Easily follow up with clients after their appointment with an automated survey.

• Clients feel valued and any data collected helps you to improve your processes to better serve future clients.

Accounting