A free live session for accounting and bookkeeping firms

Cut Manual Admin with Smarter Communication

Hosted via Zoom, includes live Q&A

See how automated emails, task triggers and client chasers can reduce manual admin, while still giving you full control over timing and conditions.

You'll learn how to:

– Setting up automated client communications
– Controlling when messages send and when they stop
– Using queues for approval-based automation
– Reducing chasing without losing the personal touch

Next session details:

📅 13 January 2026, 1:30pm
⏱️ 45 Mins

💻 Live on Zoom

More dates available, click to view

"Amazing software, finally found a practice management software that ticks every box and keeps us on track with deadlines, jobs, onboarding and billing."

– Rosevale Accountants