The perfect platform uniquely customized for Accountants by Accountants

Accountsend.com accountsend the best accounting and accountant client management task reminder software and secured shared storage laywers attorney

30 Day Risk Free, Money Back Guarantee. No Contracts. Cancel Anytime.

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An automated reminder platform to make your accounting firm more efficient and most importantly more profitable.

 

75+ pre-programmed, accounting-focused task reminders for business and personal clients: General accounting, bookkeeping, tax preparation, Sales Receipts, Sales tax, Payroll requests, W2 Forms, 1099 Forms, Monthly bank statements, P&L reports, Interest statements, as well as many others.

» Stop chasing clients for documents and information
» Complete client jobs 400% faster
» Lower non-billable hours by 70%
» Finish client jobs easier with less headaches
» Keep your staff and clients accountable
» Get paid quicker
» Track everything

Accountsend.com accountsend the best accounting and accountant client management task reminder software and secured shared storage laywers attorney

Accountsend.com accountsend the best accounting and accountant client management task reminder software and secured shared storage laywers attorney"We've saved over $3,000 per month using AccountSend.com. Our time has freed up, and our clients are more responsive to our requests for information and documents."- George Harvey, Senior Staff Accountant, Gottesman, Bomser & Company, CPA, PA

No technology knowledge is necessary. Simple to use.
» Create your own customized task reminders that can be set up for individual clients or groups
» Set up automated invoice reminders for monthly and yearly clients or individual reminders
» Send appointment reminders
» Send automated holiday and birthday reminders


Accountsend.com accountsend the best accounting and accountant client management task reminder software and secured shared storage laywers attorney

Stop wasting time chasing clients for information & documents

»  Great for both business and personal clients
»  Perfect for your general accounting, bookkeeping and tax clients
»  Save hours of following up for information & documents
»  Free up time to generate more income
»  Use all year long to eliminate headaches chasing clients
»  Get paid on invoices quicker with invoice reminders
»  Robust client management tool
»  Track and book client appointments
»  Store documents so you and your clients can access 24/7/365
»  All reminders and documents are date and time stamped to CYA


Watch AccountSend.com in Action

Stop wasting time following up with your clients over and over again and eliminate the headaches that cost you money and time. Manage all of your accounting client's communications by aAutomated emails and text message reminders and follow ups. Store your client's documents and organize your time.

  Accountsend.com accountsend the best accounting and accountant client management task reminder software and secured shared storage laywers attorney

30 Day Risk Free, Money Back Guarantee. No Contracts. Cancel Anytime.

Robust Automated Client Task Reminders

»  Automatically send task reminders
»  Easy client management
»  Optional - Automatically send SMS and text reminders
»  Clients get their own storage and management account
»  Use the platform for 1 to unlimited clients
»  Unlimited & text reminders
»  Integrated platform for messaging
»  Unlimited task reminders
»  Bulk client upload and download

Online document signing (Think Docusign)

»  Get documents signed quicker and easier
»  Store documents online permanently
»  Easily access the documents anytime
»  Send and receive any PDF file
»  Allow client to make notes
»  Download, print and save

Secure Online Cloud Storage

»  All documents and messages have date and timestamp
»  Track all filings and documents
»  Store client documents to eliminate follow ups
»  Unlimited storage space
»  100% secure firewall and cloud storage

Simple Account Management

»  Manage your own plan
»  Upgrade and downgrade based on usage

»  Manage credit card or PayPal subscription plan
»  24/7/365 Email Support
»  Phone Support
»  Yearly or Monthly Billing
»  No Contract - Cancel Anytime
»  No Risk 30 Day Money Back Guarantee