Why Voice Changes Everything
Most firms lean on email. Endless threads. Attached PDFs. Dry summaries.
But here’s the truth: your clients don’t want more email. They want clarity. They want personal connection. And sometimes, they just want to hear your voice.
That’s why we built voice tools directly into ClientHub — powered by MAX.
Because a voice note can do what no 10-paragraph email ever will: make clients feel like you’re talking to them, not at them.
Three Ways to Use Voice in ClientHub
- Record your own notes.
Like leaving a voicemail — but secure. Hit record, drop a message in ClientHub: “Hey Mark, here are your action items for this week’s review.” Done. - Let MAX script it first.
Not sure how to phrase the takeaway from a tax return or financial statement? Ask MAX to create a quick script. Then record it in your own voice — polished, professional, and easy. - Clone your voice (or pick an AI voice).
Want even more speed? MAX can generate a summary and deliver it in a cloned version of your voice. You don’t even have to hit record. Need variety? Pick from a range of natural AI voices.
Use Cases That Save You Hours
- Tax return summaries. Instead of writing 500 words, record a 90-second explainer.
- Appointment recaps. Transcribe a client meeting → ask MAX to script takeaways → record/send.
- Action items. Replace “per my last email” with “here’s what to do next” in your own voice.
- Educational explainers. Record quick dives on tax law changes or planning strategies clients actually understand.
- Two-way AI discussions. Use MAX to generate a mini “deep dive” on a topic, delivered in conversational audio format.
Stop typing novels. Start speaking results. Voice messaging saves hours while strengthening every client relationship.
A Client Story: The 2-Minute Recap
Sarah just finished her tax planning call. Normally, she’d get an email with a wall of bullet points.
This time, she opens ClientHub and hears:
“Hi Sarah, great meeting today. Here are your top three action items: adjust your quarterly estimates, set up the 401(k), and schedule your follow-up for October.”
It’s short. It’s clear. It’s in your voice. Sarah feels like you care — because you do.
And you saved yourself 20 minutes of typing.
The ROI: Time Savings in Action
Multiply that across dozens of clients every month — and you’re looking at dozens of hours back within your first 60 days.
That’s how voice tools help deliver on our ROI promise: measurable time savings, paired with a better client experience.
Why This Matters
- Saves time. Stop writing novels. Start sending 90-second notes.
- Improves clarity. Clients remember what they hear better than what they skim.
- Personalizes the experience. Your voice is part of your brand.
- Scales your expertise. MAX can script, summarize, and even deliver for you.
- Keeps it secure. No more sending sensitive info over email.
The Bottom line
Voice messaging in ClientHub makes client communication faster, more personal, and more impactful. Whether you record it yourself, let MAX script it, or let AI deliver it in your voice, your clients will feel like you’re right there with them. And the time you save? It adds up to ROI in 60 days or less.
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