Jason On Firms Podcast 447 The #1 Tech Unlock for Accounting Firms
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Apr 23, 2025 Discover how accountants can boost client engagement by transforming communication with automated emails. Learn the advantages of outsourcing financial tasks for better efficiency and stress reduction, especially during tax season. Explore how technology and global hiring can enhance productivity and clarity. Delve into the importance of modernizing client interactions in accounting through automation, and get practical strategies for making this transition while maintaining that personal touch.
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Power of Automated Client Emails
- Automated client email notifications have become essential in accounting tech tools.
- Their effectiveness relies heavily on clients engaging with the automated requests and reminders.
Jason's Client Side Experience
- Jason Staats experienced ignoring automated emails himself as a client before being educated on their importance.
- A single conversation helped him adjust his email settings and accept automated client requests.
Time Savings of Automation
- Automating document requests saves significant time and mental overhead in tax and bookkeeping firms.
- Delegating follow-ups to machines frees human resources for higher-value tasks.