Keap for Accountants
A brief overview of how Keap (formerly known as Infusionsoft) can be used to save accountants time and be more efficient with their relentless, repetitive tasks in relation to managing their clients and data.
Have all of your client’s information in one place and trigger reminders, custom emails from your practice notifying clients of their liabilities for Payroll, SATR, Corporate returns, Late Payment notifications, and more – keeping them and you on track. Dashboards showing you what has been submitted and what’s outstanding. Wow your clients with how on top of their work you are, without dropping the ball or needing to work until midnight (especially in tax season)