Automated Reminders: Using Tools To Remind Clients About Deadlines
In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover different ways to automate a simple client workflow to remind clients of tax due dates by using some marketing automation tools like Mailchimp, Constant Contact, or Active Campaign. Along with ways to make client communications more useful by communicating more often with text messaging software like ClickSend or SnapDesk.
Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay
Get in Touch with Heather
- twitter.com/HSatterley
- facebook.com/hsatterleyZAP
- linkedin.com/in/heathersatterley
- theappyhour.com
- satterleyconsulting.com
- satterleyaccounting.com
Get in Touch with Brian
- twitter.com/blueprintbrian
- twitter.com/blueprintottawa
- linkedin.com/company/blueprint-accounting-inc
- facebook.com/blueprintaccounting
- instagram.com/blueprintaccountinginc
Links
- Leave a review on Apple Podcasts or Podchaser
- Browse a list of Accounting Conferences
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This podcast is a production of the Accounting Podcast Network
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Full transcript available upon request.
Want to sponsor this podcast?
Full transcript available upon request.