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Phone System with an auto-attendant to handle calls automatically.
Texting to send and receive messages to clients individually or as a group.
Tax infoline to tell your clients the status of their tax return.
CRM to manage all communication with your clients

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Hello...Is my check ready yet?

Increase office efficiency and customer communication with Toll Free Tax Infoline automated alerts!

Your clients will value receiving up-to-the minute notifications on the status of their tax return and refund, while you enjoy reduced customer calls.

TFTI enables preparers to automatically send text message and e-mail alerts informing clients of the status of their tax return and refund. In addition to automated alerts, customers also have access to a toll-free phone number and website 24-hours a day,

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Client Relationship Management (CRM)-

The more you know about your client the better you are!

  • Stay in touch effortlessly
  • Celebrate important moments. (Birthdays, Holidays)
  • Keep your clients informed automatically (email or SMS text)
  • Schedule appointments automatically (email or SMS text)
  • Remind your clients about appointments automatically (email or SMS text)

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Why use an online timeclock?

  • Simplifies your payroll calculations.
  • Organizes time sheets from all employees and all office locations.
  • Provides access to time sheets from your desktop, laptop, home or office.
  • Reduces time spent on workforce management.
  • Tracks attendance and punctuality. Geo Tags verify where people are clocking in and out from.
  • Aids in creating more efficient work schedules.
  • Manages an unlimited number of employees without paper time cards.

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Keep your clients forever and increase refferals!

The Happy Birthday Call is a completely automatic, yet highly personal, relationship building tool designed to elicit real, emotional responses from clients.

Makes your clients smile, and smiling clients remain clients! People love to get a call on their birthday, and it won’t be long before a client call to thank you for the birthday call.

Less time consuming and less costly than sending out birthday cards. Don’t spend hours dealing with cards that will just be glanced at before being thrown away.

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