Stop chasing your clients and start managing them
to increase your firm's efficiency and profitability
AUTOMATED TASK REMINDERS
Send unlimited, automated client task and follow up reminders via text and email
FREE UNLIMITED CLOUD STORAGE
Secured, encrypted file storage and sharing with clients (Think DropBox)
ONLINE DOCUMENTS AND CONTRACTS SIGNING
Get documents and files signed online and stored in the cloud (Think DocuSign)
QUICK CHAT WITH CLIENTS
Communicate with your clients with our Quick Chat feature along with file transfer and much more
GOOGLE & OUTLOOK CONTACTS
Import your Google and Outlook Contacts to software by single click
UNLIMITED STAFF LOGINS
Assign clients to individual staff members, Assign role to particular staff members in easy way
Save 30+ hours and thousands of money per month
in non-billable time while increasing client response times by 400%
Automated client task reminder and follow-up platform specifically customized for all Business type.
Let's face it, your clients are a major pain in the neck! We've customized an all-in-one, automated task reminder and follow-up system that frees up your time to do the work that makes you money. Stop chasing after your clients for the vital documents and information you need to complete their work and start using Quick Send today.
Stop wasting time following up with your clients over and over again and eliminate the headaches that cost you money and time. Manage all of your accounting client's communications by aAutomated emails and text message reminders and follow ups.
Priced to suit your accounting practice
Simple plans, no contracts, no setup, no hidden fees
(10% off if you pay annually)
30 Day Risk-Free Guarantee
No Contracts
Cancel Anytime
- 1000 email & text reminders*
- Integrated platform for messaging
- Unlimited task reminders
- 3 GB of storage space*
(10% off if you pay annually)
30 Day Risk-Free Guarantee
No Contracts
Cancel Anytime
- Unlimited email & text reminders*
- Integrated platform for messaging
- Unlimited task reminders
- Unlimited storage space*
- Email Support
(10% off if you pay annually)
30 Day Risk-Free Guarantee
No Contracts
Cancel Anytime
- Unlimited email & text reminders*
- Integrated platform for messaging
- Unlimited task reminders
- Unlimited storage space*
- Email Support
Limited Time
(10% off if you pay annually)
30 Day Risk-Free Guarantee
No Contracts
Cancel Anytime
- Unlimited & text reminders*
- Integrated platform for messaging
- Unlimited task reminders
- Unlimited storage space*
- Email Support
- Phone Support
No tech knowledge necessary. Easy-to-use, robust platform.
to increase your firm's efficiency and profitability
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Start by importing or manually adding your clients into an easy-to-use, intuitive dashboard that enables you to automatically send reminders
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Next, set up calendar reminders, follow up reminders and other reminders by daily, weekly, monthly, yearly or one time reminders
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Quick Send automatically sends client reminders to your clients via email and sms reminding them send you the information you need
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Results, one very happy professional firm that becomes more efficient and profitable by automating reminder and follow up tasks
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Enjoy!