AccountSend.com launches SAAS service for action-item task reminders and storage for accountants and attorneys
Accountsend.com is a cloud-based client task reminder and online storage service built uniquely customized for accountants and attorneys.
“It is a truly unique developed SAAS service built to help organize communications with clients. We built the system based on our founder’s need for his own firm. With his firm saving thousands of dollars per month we thought the rest of the industry could benefit from it as well,” said Jonathan Bomser
Automate task reminders and follow up reminders with clients via email and text
Send invoice reminders to get paid faster
Securely, transfer, store and share unlimited documents with clients via the cloud
Accountsend is custom tailored specifically for the needs of accountants and attorneys
No other system on the market currently caters directly to accountants and attorneys to help manage clients, tasks, document storage and time management
Remove headaches of following up incessantly with personal and business clients to get necessary documents, financials and other necessary stuff to complete the work for them
Save thousands of dollars in man hours chasing after the clients to get this information. No more repeated calls, texts and emails to get the documents. The average accountant or attorney will save 4 hours per month per client chasing after them.
Set it up at the beginning of the year for all of your recurring clients and forget it about it. The system will automatically send tasks and follow ups until the documentation gets to you.
Send appointment reminders so clients show up to in person meetings, conference calls, or other meetings, tax filing review
Send invoices, both one-off and regular invoice clients, with reminders, so that you get paid faster. Attach current and overdue invoices, payment terms, payment outlets to remind your clients that money is due.
Keep track of any and all tasks and clients through an easy interface calendar and task list
View by client, day, month, year etc.
Unlimited task reminders for 1 low monthly fee
Benefits of cloud based storage
Only system available that is encrypted end to end. That means neither the client nor the accountant needs to send sensitive information to each other outside of the accountsend secured server. Either party simply logs in to a portal and are able to safely and securely transfer and share documents.
Documents are accessible by the accountant and the client only and are username and password protected
Stop clients from constantly asking you to send documents to them that you’ve already sent to them. The client will have 24/7/365 access to any and all of their documents
Organize and never lose paperwork, filings, financial information again. It is stored forever.
Easily import all of your client’s information via individual upload, bulk upload, google account, outlook account, quickbooks and others.
All client portals automatically set up upon import of their information. Client automatically gets notified of their portal set up. Login and password is automatically sent to client. No effort needed on part of accountant or attorney.
Accountant or attorney can manage clients easily through a visual interface
One-click task set up, follow up set up
Easy to navigate calender of tasks organized for easy management
One click document upload directly to client portal
Easily organized and referencable interface for simplicity in navigation
Unlimited customer service queries via phone, email or chat
Free set up and system overview provided by accountsend.com
Pricing and options $49 – Manage up to 25 clients $149 – Manage up to 100 clients $199 – Manage up to 1000 clients
Custom plans for firms with over 1,000 clients or multiple accounts needed
All plans are unlimited task, follow up, appointment reminders