Automated Email

Automated email for your clients

Let the power of automated email revolutionise how you request clients records, get jobs in faster, and ultimately paid faster!!

Features Include

Simple queue system

Set the email reminders to run before you get into work, once queued, checked all are good to go, and hit send!

Available for every service

Every service has the option to set up an automated email. Even better you can set up multiple reminders at different times. I.E. Becoming more stern as the deadline approaches.

Set Repeat

When setting up recurrence you can choose how often as the benchmark. However, if you have more sensitive clients, you can adapt the frequency on a per client basis.

One Day Dedicated to Practice Management for Accountants and Bookkeepers 🚀🚀🚀

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