Incorporated into your workflow, messages help you request data, quickly reach out to clients and automatically remind them to accomplish your tasks.
Our clients love the portal. And we love the messages feature where you can send direct messages to the client.
Partner at Fox Gravitt, PLLC
VERY excited about the secure messaging app. I was always horrified in the past when clients emailed me sensitive info like a new child’s SSN.
Deva Hetrick, EA
Co-founder of Joseph & Hetrick, LLC
Fully compliant with IRS recommendations, secure messaging service is a secure, mobile-friendly alternative to emails and SMS which lack the data protection your clients require.
Easy to use like Whatsapp, but with built in mobile scanner & integrated with your CRM. All communication with your clients is one place, including documents your clients attach. No more «download this document and upload to that folder» — everything is automated.
Secure messages can be sent manually or automatically through Job automations. Use case: monthly message (with task list) to provide bank statements for bookkeeping purposes.
Job automations can send timely messages to request information.
Help your clients share information with you faster. With a user-friendly to-do list, your clients will never forget what you need from them.
Read receipts help you see if your message was read, and automatic reminders do the follow-up work for you.
No more illegible pictures: your clients can easily scan and share high-resolution collated PDFs directly from their mobile phone.
Personalised support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.
Available in the Pro plan.