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Slash hours off admin work and modernize your client experience

Easily communicate with clients, securely share and sign documents, send newsletters and social campaigns to reduce churn, host two-way HD video meetings, and build a virtual brand that is valued highly by clients – all in one place.

Slash hours off admin work and modernize your client experience

Easily communicate with clients, securely share and sign documents, send newsletters and social campaigns to reduce churn, host two-way HD video meetings, and build a virtual brand that is valued highly by clients – all in one place.

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How Digital-Centric Clients Find and Select a Tax & Accounting Pro

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Email newsletters

Easy, automated, and industry-leading newsletters, client alerts, eGreeting cards, and more. We set them up, import your client lists, create any email segmentation, and automate it for your practice. Newsletters are sent automatically from you, under your firm’s logo and branding.

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Online appointment calendar

A convenient way for your clients to book appointments with you. We simply connect the system to your Google or Office 365 calendar, so clients or prospects can book a time right from your website.

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Digital workflows

Going paperless and switching to cloud accounting can be intimidating, so we create ready-to-use digital workflows you can implement immediately to better serve your clients.

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Contactless HD video appointments

Our browser-based video meeting tool – pre-loaded with screen share, document sharing, and much more  – allows you to meet with clients virtually anytime, anywhere. 

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Modernize your client experience

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