Save 30+ hours and thousands of dollars per month in non-billable time while increasing client response times by 400%
Stop chasing your clients and start managing them to increase your firm's efficiency and profitability
FREE - ONLINE DOCUMENTS AND CONTRACTS SIGNING
Get documents and files signed online and stored in the cloud (Think DocuSign)
AUTOMATED INVOICE REMINDERS AND FOLLOW UPS
Get paid 80% faster and become more profitable
UNLIMITED APPOINTMENT REMINDERS
Text and email your clients so they never miss an appointment again
EASY-TO-USE SCHEDULING CALENDAR
Zero learning curve. (Think Outlook and Google calendars)
UNLIMITED STAFF LOGINS/USERS
Assign clients to individual staff members
MANAGE CLIENT INFORMATION
Easily integrates with any CRM, Financial System or Client Management System
Automated client task reminder and follow-up platform specifically customized for Accountants, Attorneys and Mortgage Brokers.
Let's face it, your clients are a major pain in the neck! We've customized an all-in-one, automated task reminder and follow-up system that frees up your time to do the work that makes you money. Stop chasing after your clients for the vital documents and information you need to complete their work and start using AccountSend.com today.
400% increase in efficiency by decreasing client response times.
"My firm saves $3,000 and 30 hours per month on average in staffing needs. We're more efficient. The staff and clients are more responsive. If you're an accountant or an attorney AccountSend is a must have for your firm." - Gottesman, Bomser & Company, CPA, PA
No tech knowledge necessary. Easy-to-use, robust platform.
Start by importing or manually adding your clients into an easy-to-use, intuitive dashboard that enables you to automatically send reminders
Next, set up calendar reminders, follow up reminders and other reminders by daily, weekly, monthly, yearly or one time reminders
AccountSend.com automatically sends client reminders to your clients via email and sms reminding them send you the information you need
Results, one very happy professional firm that becomes more efficient and profitable by automating reminder and follow up tasks