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Accounting firms

Smart communication without manual work

Remind clients about deadlines, send documents securely, and notify them about regulatory changes without manual sending.

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Challenges for accounting firms

  • Clients forget about tax deadlines and document submission
  • Sending financial documents requires secure communication
  • Notifying clients about regulatory changes is a manual process
  • Seasonal workload surge requires fast communication with many clients

How Voxares helps

  • Automatic reminders for tax deadlines and document submission
  • Secure delivery of financial documents via link
  • Group messages for quick regulatory change notifications
  • Seasonal campaigns to prepare clients before tax season

Recommended solutions

Step-by-step scenarios tailored for accounting firms.

Regular appointment reminders

Remind clients about regular check-ups, services, or treatments at proper intervals.

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Secure document delivery

Send test results, invoices, or contracts to clients via SMS or email. Client opens the document with one click, and everything remains accessible on the portal.

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Change notifications

Quickly notify clients about schedule changes, new services, or important information.

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Seasonal campaign

Promote seasonal services to the right client groups before the season begins.

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Additional solutions

More ways to improve client communication.

Service quality control

Once a month, collect feedback from a group of recent clients and track service quality over time.

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Reactivating inactive clients

Identify clients who haven't visited in over 3 months and invite them back with a personalized offer.

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Key features

Voxares features most important for accounting firms.

Group messages
Secure documents
Message templates
Client groups
Automation

See how Voxares
can help your business

Schedule a short demo and we'll show you the platform live.

No obligation. 20 minutes of your time.