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Client reminder software

Sineadbcoyle · 2011-09-12 13:58:19

Hi, I'm working for an accounting firm that needs to keep in touch with clients with regards to deadlines on paperwork due and am looking for some software/service that will help to do this automatically. Essentially what I need is a list of documents (preferably under client headings) with attached deadlines. A week or…

12-09-2011 1:58pm

#1

Sineadbcoyle

Registered Users, Registered Users 2 Posts: 41 ✭

Join Date: September 2006

Posts: 31

Hi,

I'm working for an accounting firm that needs to keep in touch with clients with regards to deadlines on paperwork due and am looking for some software/service that will help to do this automatically.

Essentially what I need is a list of documents (preferably under client headings) with attached deadlines. A week or two before these deadlines expire, an automatic e-mail/text would be sent to them to remind them.

Does anyone know if software exists for this? Might be an obvious one! Thanks.

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