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ClientSmart
ClientSmart makes client communication easy, efficient, and targeted. Designed to help accountants connect with clients via bulk SMS or email, it gives you the flexibility to segment communications based on client types, services, or categories. Save time and improve client engagement by ensuring that the right message reaches the right audience at the right time. Whether you need to send reminders, updates, or promotions, ClientSmart streamlines the entire process.
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Automated Event Scheduler
Automate reminders for yourself, your clients, or your staff. With ClientSmart’s event scheduler, you can easily set up notifications for key dates and deadlines, ensuring nothing slips through the cracks.
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Birthday List
Add a personal touch to your client relationships with automated birthday messages. Show your clients that you care without any extra effort, strengthening your connections and enhancing client satisfaction.
Targeted Communication Options
Tailor your messages based on service type, entity, or client category. Whether it’s a tax deadline or an industry-specific update, ClientSmart ensures that the right clients receive the right information, keeping them informed and engaged.
Bulk Notifications
Effortlessly send emails or SMS to multiple clients at once. Whether it's reminders, important updates, or announcements, bulk messaging saves you time and ensures efficient communication without the manual effort.
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