How To Save Time By Setting Up Automated Client Reminders
If you have a tax consultancy or you are an accountant, you really know how oblivious clients can be when it comes to paperwork. You are the one they turn to in case of getting started as a sole trader, registering for and reclaiming VAT, employing staff for the first time.
It can be rewarding when a company grows with your help, but if business owners keep forgetting about the importance of paperwork, that’s frustrating.
It can be rewarding when a company grows with your help, but if business owners keep forgetting about the importance of paperwork, that’s frustrating. Why not ease your life by setting up client reminders and tax notifications?
With 10to8, your clients can book their own online appointments and by customising the SMS and email messages sent out prior to the appointment, you can inform them about the documentation they’ll need to have with them on the day. On the one hand it’ll help first-timers as well as prior clientele to remember not just their appointments, but the papers they may need too. On the other hand you and your staff’s calendar will be more organised, just sync them with 10to8.
With 2-way chat you can easily communicate with your clients, see the previous conversations and by adding notes, you can rest assured that all the important details are stored securely all in one place. If there’s and important date like tax declaration or VAT reclaiming coming up, or an important change to a tax system is about to happen you can send out emails to all of the affected.
Your company probably uses tools for ticketing, communication or SMB cash flow. You can easily integrate these tools with 10to8 through Zapier. Get pinged on Slack when a new client books an appointment, hold video conferences on Zoom and keep up with payroll using Xero.There are plenty of ways how you can benefit from 10to8 appointment scheduling software apart from client reminders. Discover the wide range of features, see our pricing or book a call with sales.
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Anna, whose middle name is Hashtag, is an enthusiastic Digital Marketing Executive. She drinks her coffee with cream and Instagram, retweets (almost) every fun fact about koalas and never misses an interesting Facebook webinar about exciting new features.
Her aim is to collect and share the utmost interesting content. And she's also the one, who jumps up and down if we have a new follower on social media.
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