This document discusses how accounting firms can use automation to gain new clients, manage contact data, send appointment reminders, optimize social media presence, engage with clients via SMS, send newsletters, and gather feedback through surveys. Automation allows firms to personalize communications, maintain social media consistency, send reminders through clients' preferred methods, and tailor newsletters to clients' interests. Feedback from automated surveys helps firms improve processes and better serve clients.

1. Accounting

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

7. 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.

8. 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.

9. Accounting