CRM automation for accounting and financial services
CRM automation tracks each client company's filing deadlines and documents automatically and sends reminders. For accounting services in Tashkent, FRONTIX builds a solution that warns you as deadlines approach, instead of chasing everyone by hand.
Today's problem
- Client companies forget tax filing deadlines, leave it to the last day and pay fines.
- Each client's documents are scattered across Telegram chats and email and can't be found when needed.
- New clients have to call to learn prices and service packages — there are no prices on the website.
- As filing deadlines approach, every client has to be reminded individually by hand, and some get missed.
The FRONTIX solution
Instead of clients forgetting tax filing deadlines and paying fines, workflow automation records every client's deadlines and sends a reminder before the due date. Reports and analytics show in one list whose deadline is coming up, so accountants don't have to remember each one.
- Workflow automation
- CRM integration
- Reporting & analytics
- API connections
Frequently asked questions
Are clients reminded automatically as a filing deadline approaches?
Yes, workflow automation sends the client a reminder before the set date, reducing the risk of fines.
How are each client's documents organised?
Each client's CRM card stores their documents and filing history, so they can be found quickly when needed.
Other solutions for accounting and financial services
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