Automate every possible email (and text too, if you like) that you need to send to clients. These include record requests, tax payment reminders, and more.
No need to write emails from scratch. Templates were written by the software's founder, James Byrne, a qualified accountant.
Any client-specific data is automatically pre-populated, with hundreds of these client variables to choose from.
Canned messages are paragraphs (or whole emails), that you write just once, and can easily pop them into automated emails.