Accountants and Tax Preparers
Stop Chasing Clients for What You Need from Them
Use the power of Text Messaging and Automation to Streamline your Client Requests
No More Phone Tag
No More Ignored Emails
No More "I don't remember you telling me that"
What is Accountant Assistant?
Using the combination of Text Messaging and Automation, Connected Agent streamlines communication and time intensive workflows to save you from the painful process of getting the things you need to keep on top of the deadlines in the crush of your busiest time of year.
Increased Client Response and Engagement
Text messages are usually read within minutes. Text is preferred over email by many customers for its convenience and accessibility.
Improved Compliance and Documentation
Every detail of messages and responses are stored in a dedicated CRM. Giving you a comprehensive audit trail of communications to avoid client conflicts.
Less Missed Deadlines
Automated reminders ensure that your clients don't miss important dates and paying avoid fees or penalties.
Self service convenience without the hassles of phone calls or emails
Requests to update information like bank details or confirmations for approvals delivered en-masse with high response response and tracked throughout the process.
The Power of Text Messaging
90%
Text Messages are read within 3 Minutes
Text vs. Email
98% text open rate vs 20% for email
7x better response rate vs email
10x better CTR rate vs email
What is Automation?
The use of software to simplify and streamline repetitive tasks and workflows. Here are some of the benefits...
Increased Efficiency
When resources are limited, maximize your focus on important tasks by using automation to accomplish less critical tasks.
Consistency and Accuracy
Minimizes human errors in repetitive tasks.
Scalability
Enables businesses to handle increased workloads without proportional increases in resources.
Improved Customer Experience
Ensures timely and consistent interactions with customers. Giving convenient self service options to certain customers and more time for service intensive clients.
How does the automation process work?
We start with a workflow or a process
Here we have a goal of getting updated Bank Account Details to ensure that the accountant has updated bank account details to enable filing the return.
Steps in the process are defined
Steps or Stages can be added or moved around
The whole workflow can be seen in the workflow view where clients are represented by cards
Clients get placed into workflows
Clients can get added to workflows manually because you determine you need something from them or they can automatically enter a workflow from many different ways.
Text triggered
Email triggered
Calendar triggered - New appointment
Contact details triggered
Website form - New customer inquiry
Manually - Deciding you need to notify or get information from your client
Clients engage and automation steps them through the process
Scripts and flows are created that step through a process of engaging with clients and reacting to their activities and inputs.
It can both read and deliver customized messages
It can interact with live calendars and synchronize
It can also execute actions based upon time
It can communicate through any channel you connect to it such Email, Text, Facebook, Whats App, Slack, and many more
It can also connect to a phone number for inbound calls as well as call outbound numbers as well
Client's Bank Details Updated
Mission Accomplished!
Confirmation Sent
Text Received by Client
Bank Detail Updated
Workflow Complete
All accomplished with two to six clicks depending upon how many clients you are adding to the flow
Other applications for Automation
Streamline various workflows and processes in your practice dependent upon you and your clients needs.
New Clients
Corporate
Audit Preparation
Sales Tax and Payroll
Pricing
Limited Time Offer - Lifetime Pricing on Pro and Agency Plans
Monthly Plans with No Long Term Commitment
BASIC
$45
/MONTHLY
1 Phone number
Text Messaging
CRM
No Automations
1 User Access
200 Messages Included
$100 Setup Fee
No Automations. Just Text Messaging. A great option if you want to try out messaging before moving to automations.
PRO
$195
/MONTHLY
1 Phone number
Text Messaging
Email Integration
Calendar Integration
CRM
Mobile App messaging
Automation Support
Optional: $1000 - 3 Automations
5 User Access
Dedicated Setup
1000 Messages Included
Web messaging
ENTERPRISE
Custom
1 Phone number
Text Messaging
Email Integration
Calendar Integration
CRM
Mobile App messaging
Automation Support
Custom Development
5 User Access
Dedicated Setup
1000 Messages Included
Web messaging
Frequently Asked Questions
How long will it take to get setup and running?
Setup can usually be done in a day once scheduled for Basic. Pro setup depends upon various factors, but the timeframe is usually a week after initial onboarding meeting. Automations are dependent upon complexity of the automation. All setup require the import of a clean contact database to function.
Are the conversations saved or recorded?
Yes, the conversations are stored in the conversations section of the application so you can easily go back and look through the history. This is available in a browser through the web interface as well as through an app for Pro users that will allow you to view conversations on your phone.
Can I program or edit workflows myself?
Yes, absolutely. Once you get familiar with how they function, you can create new one or edit existing ones as much as you want.
Do you provide professional services?
Yes, we can support you on setup including import of contact database to custom development of workflows and webpages connected to workflows. Anything integrated with the platform we can support at a flat rate or $100/hour.
Is there a charge per message for using the service?
Yes, there is a $ 0.05 per message.
Is this integrated with a CRM?
Yes, this is absolutely integrated with a very sophisticated CRM that allows all sorts of options to manage dealing with both clients and prospective clients.
Is there a web app and what can I do with it?
The pro version has a web app and you can have conversations, update contact details and view flows. It can also be used as a phone dialer as well for additional cost.