Send meeting reminder and finalization emails to clients
Send meeting reminder and finalization emails to clients
Your Financial Statement meetings lack reminders and follow-up, leaving drafts incomplete. Receive a 24-hour reminder and one-hour follow-up so statements progress toward signing the same day.
Overview
Stop letting Financial Statement prep stall because clients miss reminders or post-visit instructions. This sends a 24-hour reminder and a one-hour post-meeting finalization email, ensuring statements move toward signing the same day.