Automate the Touchpoints That Matter
From appointment reminders to review requests, every client interaction is handled with precision and personalization.
Automated Follow-Ups
Never forget a client touchpoint. Automated sequences ensure timely follow-ups after meetings, filings, and milestones.
Smart Reminders
Send appointment reminders via email, SMS, or both — reducing no-shows by up to 40% without any manual effort.
Review Requests
Automatically request Google and Yelp reviews after positive interactions, building your online reputation on autopilot.
Your Client Timeline, Automated
Every client gets the right message at the right time. Set up once, and your automation engine handles the rest — forever.
- Lifecycle Communications
Automated emails for onboarding, tax season prep, year-end reminders, and birthday greetings keep clients engaged year-round.
- Client Retention Campaigns
Identify at-risk clients and trigger re-engagement sequences before they leave — boosting retention by up to 25%.
- Multi-Channel Outreach
Reach clients where they are — email, SMS, and in-app notifications — all managed from a single automation hub.
- Personalized at Scale
Dynamic content insertion uses client data to personalize every message — name, account details, upcoming deadlines, and more.
Client Timeline — Sarah Johnson
Tax return filed
Mar 12
Filing confirmation email sent
Mar 13
Review request sent
Mar 15
30-day check-in scheduled
Apr 12
Q2 estimated tax reminder
Jun 15
Who It's For
Built for firms that want to deliver exceptional client experiences at scale
Tax Preparation Firms
Automate pre-season document requests, filing confirmations, and extension reminders.
Bookkeeping Practices
Send monthly reconciliation summaries and proactive financial health check-ins.
Advisory Firms
Nurture client relationships with quarterly check-ins and personalized insights.
Multi-Service Practices
Segment communications by service line so every client gets relevant updates.
Active Campaigns
Tax Season Prep
Sent: 2,340 | Opens: 78%
Appointment Reminders
Sent: 892 | Opens: 92%
Review Requests
Sent: 456 | Opens: 65%
Year-End Planning
Sent: — | Opens: —
Campaign Performance at a Glance
Monitor every automated campaign from a single dashboard. Track delivery rates, open rates, and client engagement across all your communication channels.
Optimize your messaging based on real data. See which sequences drive the most engagement and refine your approach over time.
Frequently Asked Questions
How does automated client follow-up work?
You set up trigger-based sequences — for example, after a tax return is filed, the system automatically sends a confirmation email, schedules a 30-day check-in, and requests a review. Each step fires on a timeline you define, with no manual intervention needed.
Can I customize the communication templates?
Absolutely. Every email, SMS, and notification template is fully customizable. You can use dynamic variables (client name, filing status, due dates) and match your firm's branding with custom colors, logos, and tone.
Does this integrate with my practice management software?
Yes. We integrate with popular practice management platforms including Karbon, Canopy, TaxDome, and others. Client data syncs automatically so your automations always use the latest information.
How do you prevent over-communicating with clients?
Built-in frequency caps and smart suppression rules prevent message fatigue. The system tracks all touchpoints and ensures clients never receive too many messages in a given period. You control the limits.
What results can I expect from client management automation?
Firms typically see a 40% reduction in no-shows from automated reminders, 3x more online reviews from automated requests, and 25% higher client retention from consistent lifecycle communications. Most firms see ROI within the first month.