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.
Targeted Communication Options
Tailor your messages based on service type, entity, or client category, ensuring the right clients receive the right information.
Bulk Notifications
Effortlessly send emails or SMS to multiple clients at once, saving time and ensuring efficient communication without the manual effort.
Automated Event Scheduler
Automate reminders for yourself, your clients, or your staff. Set up notifications for key dates and deadlines so nothing slips through the cracks.
Birthday List
Add a personal touch to your client relationships with automated birthday messages, strengthening your connections and enhancing client satisfaction.
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