Another tax year passes… But how much time do you spend chasing clients for their checklist?
Have you considered using CRM to send Email/SMS reminders to your clients?
FibreCRM tax reminder workflow is a simple and cost effective way to communicate with your clients. By delivering them a series of personalised automated messages via email or SMS text that escalate in urgency, you can effectively inform them you need their checklist information back promptly.
FibreCRM is integrated with IRIS software and tracks the job status. Therefore, when you change the status within IRIS to completed, it changes the reminder workflow within the CRM. Additional reporting tools also show you the current job status by partner or manager.
Screen shot of IRIS job status, outstanding checklists within FibreCRM:
FibreCRM gives you the ability to bring all your clients, prospects and referrers together into a powerful easy to use cloud hosted customer management solution. FibreCRM is the accountants #1 CRM solution.
If you would like to know how FibreCRM can integrate with your practice software, please contact us directly to arrange a demonstration.