Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!
Special thanks to our launch partner Corpay One for making this podcast possible!
Special thanks to our launch partner Corpay One for making this podcast possible!
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.
Team Communication Options: You Can Almost Stop Using Email
In this proof-of-concept episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover about 15 different apps that you can use to manage and automate your team's communication beyond the inbox.