Automated Reminders: Using Tools To Remind Clients About Deadlines
from Accounting Automation Workflow Podcast Hosted by Brian Clare and Heather Satterley
Sponsor 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 Have an Episode Idea? Let us know Subscribe Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app! This podcast is a production of the Accounting Podcast Network Want to sponsor this podcast? Full transcript available upon request.
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What this episode covers
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.
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