Smart communication without manual work
Remind clients about deadlines, send documents securely, and notify them about regulatory changes without manual sending.
Schedule a demoChallenges 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.
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.
Change notifications
Quickly notify clients about schedule changes, new services, or important information.
Seasonal campaign
Promote seasonal services to the right client groups before the season begins.
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.
Reactivating inactive clients
Identify clients who haven't visited in over 3 months and invite them back with a personalized offer.
Key features
Voxares features most important for accounting firms.
See how Voxares
can help your business
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