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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
• Collected information can be used
to personalize future
communications with them.
Automate Client Appointment
• Easily remind clients when their
appointments are by scheduling
• 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
• Answers to texts can be pre-
written and automated to send
whenever someone sends a text to
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
Gain Feedback From Surveys
• Easily follow up with clients after
their appointment with an
• Clients feel valued and any data
collected helps you to improve
your processes to better serve