Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals cover image

5 Zapier-Based Automations You Can’t Live Without

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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Zappier's Active Campaign Reminders

Zappier has a few reminders that we send out. One is requesting clients to submit bank statements. And then we have a client specific one because they have a different deadline for the month. Do you tag them with something special or do all your clients get the fifth? It's just like pull from this list inside of this tool.

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