Get an overview of your firm right on the dashboard. See all your current sales and prospect stats at a glance, in real-time. Never let a lead fall through the cracks ever again with built in follow up!
Filled with helpful resources to send your prospects like useful articles, videos, prewritten texts, email campaigns and more, ready to share instantly via email, text or social. All delivered via custom pages personalized to you and your focus, whether it’s tax planning, profit coaching, monthly bookkeeping and accounting services, or tax resolution!
Staying in touch with a prospect who has not engaged your firm is simpler than ever, with ready-to send email campaigns written by The Abundant Accountant team and partners. These short friendly emails are personalized from you and share resources that continue to educate and build on the know, like, trust factor.
The Hot List algorithm is a powerful time-saver that always shows you the most interested contacts first, so you know exactly who to spend your time with and don’t waste energy on the “tire kickers”.
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