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.

Show Notes

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.

What is Accounting Automation Workflow Podcast?

Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!