Do more in less time using a CRM for accountants and tax professionals
Ready to stop chasing down clients so you can do your job? Want to convert leads into clients more easily? Keap’s simple-yet-powerful automation + CRM cuts down on busywork so you can focus on billable work.
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It has been a huge relief not to have to remember where each individual is in the process. Now, I can just let automation happen and I know Keap will take care of setting up appointments and following up.
— Jess Grainer | Backyard Bookkeeping
#1 all-in-one CRM, sales and marketing automation platform
- Collect lead and client information
- Follow up automatically
- Remind clients of deadlines
- Simplify appointment scheduling
- Automate marketing tasks
- Convert leads into clients
- See lead and client status at a glance
- Onboard new clients
- Request referrals
Make tax season—or any season—easier with Keap’s CRM for accountants
- Easily collect important information from leads and clients
- Automate follow-up so you can focus on billable work
- Know where every lead and client is in the process
- Nurture client relationships throughout the year
Easily collect important information from leads and clients
Whether you’re learning about the needs of a new lead or asking a client to update their information at tax time, it’s easy to set up forms that feed information directly into your Customer Relationship Management (CRM) system. Segment your contacts, take notes, and assign tasks with a few easy clicks.
Automate follow-up so you can focus on billable work
Stop chasing after leads and clients and let Keap’s easy automations follow up for you. You can automate reminders for payroll, 1099s, tax filing deadlines, and more. Let clients book time on your calendar, and Keap will remind them about their upcoming appointment.
Know where every lead and client is in the process
Keap’s pipeline tool shows you visually where all your leads and clients are in your process. Trigger automated messages and tasks when contacts move from one stage to the next. Automate your recurring processes to ensure that no client is left behind.
Nurture client relationships throughout the year
User-friendly email and text marketing tools make it easy to stay in touch with clients during tax season and beyond. Customize follow-up by entity type, what services they require, how often they need to meet with you, and more.
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