Do more in less time using a CRM for Accountants and Tax Professionals

Ready to stop chasing down clients so you can do your job? Want to convert leads into clients more easily? Keap’s simple-yet-powerful automation + CRM cuts down on busywork so you can focus on billable work.

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— Jess Grainer | Backyard Bookkeeping


It has been a huge relief not to have to remember where each individual is in the process. Now, I can just let automation happen and I know SecretScoop will take care of setting up appointments and following up..

It’s time to unlock real results with Promotional, Transactional & Conversational Automation

Close more deals and meet your growth goals with complete marketing automation. Our easy-to-use CRM and automation builder, AI tools, plus our expert strategy consulting will help you save time and drive repeat purchases with the power of promotional, transactional & conversational marketing on a fully integrated platform. .

  • Collect lead and client information

  • Follow up automatically

  • Remind clients of deadlines

  • Simplify Appointment Booking

  • Automate marketing tasks

  • Convert leads into clients

  • See lead and client status at a glance

  • Onboard new clients easily

  • Request reviews & referrals

Make tax season—or any season—easier with SecretScoop CRM for Accountants

Drive your Revenue and Retention through the Roof! — Faster.

  • Power your online and in-person payment processing, accept payments, send reminders, automate invoicing, follow up & refund processes, and ultimately grow revenue.

  • Easily collect important information from leads and clients with surveys & Opt-in forms

  • Harness the power of text marketing with SMS automations that drives sales

  • Engage with personalized emails at scale, that drives customer satisfaction & boosts sales!

  • Automate follow-up so you can focus on billable work. Reduce costs, grow revenue, and run your business more efficiently on a fully integrated platform.

  • Create goal-specific visual flows that guide customers from prospect to purchase.

Easily collect important information from leads and clients

Whether you’re learning about the needs of a new lead or asking a client to update their information at tax time, it’s easy to set up forms that feed information directly into your Customer Relationship Management (CRM) system. Segment your contacts, take notes, and assign tasks with a few easy clicks.

Remove the hassle of following-up on clients so you can focus on billable work

Let's automate your follow-up on leads, payments, contracts, tasks etc. so you can focus on billable work. You can automate reminders for payroll, tax filing deadlines, and more. Let clients book time on your calendar, and SecretScoop will remind you and them about the upcoming appointment.

Know where every lead and client is in the process

Whether you’re learning about the needs of a new lead or asking a client to update their information at tax time, it’s easy to set up forms that feed information directly into your Customer Relationship Management (CRM) system. Segment your contacts, take notes, and assign tasks with a few easy clicks.

Nurture & Manage client relationships throughout their sales lifecycle

User-friendly email and text marketing tools make it easy to stay in touch with clients during tax season and beyond. Customize follow-up by entity type, what services they require, how often they need to meet with you, and more.

Do more in less time as an Accounting & Tax Professional

Finance SMS Marketing Automation

When it comes to the finance industry, trust and reliability are key. SMS from trusted brands has a proven ROI. With features like 2-factor authentication and fraud alerts, SMS can help boost security and protect your customers' sensitive information. Trust us to help you grow your finance business. Unlock the power of SMS.

Get in touch: Book a Demo >

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Book a Demo and Discover all CRM resources for Bookkeepers & Accountants

We have a plethora of automation templates for common needs like new lead follow-up, booking a free consultation, invoice reminders and more.

See how our platform helps different industries

Discover More Automation Tools and Features - All in One Place.

CRM

Pipeline

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Reports

Analytics

2

Call

Feature

3

Direct

SMS

4

Webchat Widget

5

Email

Auto

6

CTA

Forms

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1-Chat

Stream

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Calendar

Booking

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We are a private company that offers an e-mail marketing and sales platform for small businesses, including products to manage customers, customer relationship management, marketing, and e-commerce. We can Power Up Your Business. Elevate Your Marketing and Sales with our All-in-One Platform!

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