Streamlining Client Management for Financial Tax Professionals with Dubsado

Project Scope:
Developed and streamlined workflows for Financial Tax Professionals using Dubsado to automate client management processes for their diverse service offerings, including Credit and Debt Management, Bookkeeping, Accounting, Business Advisory, and Business Formation services.

Key Deliverables:
Designed automated email sequences for a seamless client experience:
Welcome email with a link to schedule a consultation.
Proposal emails allowing clients to select packages and sign contracts.
Thank-you emails triggered after invoice payments.
Built tailored proposals for:

Credit and Debt Management services.
General financial services (Bookkeeping, Accounting, Business Advisory, and more).
Set up forms, contracts, questionnaires, scheduler and workflows to reduce manual effort and improve efficiency.

Outcome:
The automation reduced administrative tasks, improved client onboarding, and enhanced the overall client experience. The system is scalable to accommodate additional services as the company grows.