Client Communication
- Automated check-ins
- Document reminders
- Status updates
Powered by ServiceCaptain
ServiceCaptain for Accounting Firms
Client communication, deadline reminders, and document requests—automated so your team focuses on the books.
Secure setup • Tailored workflows • 14-day support
The Daily Grind That Steals Your Time
Slow client replies
Tax deadlines approach while you wait for missing documents.
Scattered follow-up
Multiple clients, multiple due dates—easy to drop the ball.
Document chase
Hours spent nudging clients for W-2s, receipts, and records.
Peak-season chaos
Tax season overload without scalable client communication.
Real Work, Not Just Conversation
Deadline Management
- Tax deadline prompts
- Extension tracking
- Escalation alerts
Document Intake
- Request templates
- Secure upload prompts
- Checklist tracking
Pipeline Visibility
- Engagement pipeline
- Overdue items
- Bottleneck ID
Security & Compliance
- Encrypted flows
- Audit trails
- Access controls
Handoff
- Process docs
- 14-day support
- Seasonal optimization
Trusted by Professionals
“Placeholder — replace with verified accounting firm testimonial.”
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Faster document turnaround
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Fewer missed deadlines
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Reduced chase time
Configure Your Package
Build the right setup for your business.
Add-ons
Integrations ($300 each)
Custom Skills ($499 each)
0
Managed Care
Order Summary
One-time
- ServiceCaptain Deployment$1,499
One-time subtotal $1,499
Implementation guarantee: We'll continue until your setup meets your expectations.
Total
$1,499
Related Resources
Ready to Get Started?
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