Stop Dialing for Documents
Welcome to Client Powered – the ultimate solution for managing your client relationships. Our CRM is designed specifically for Accountants, to streamline and automate your communication with your clients. We give you transparency, automation, and proactive client engagement.
Services we provide
Full Client Communication Transparency
We provide complete transparency around client communication, allowing you to keep track of all interactions and stay up-to-date on your clients’ needs and concerns.
Automated Text and Email Follow-ups
We offer the convenience of automated text and email follow-ups to gather information from your clients, saving you time and improving your response rates.
QBO Integrated Client Health 360
Our QBO integrated client health 360 feature provides an in-depth analysis of your clients’ financial health, allowing you to be proactive in your client relationships rather than reactive.
Client Onboarding and Engagement
We provide a comprehensive client onboarding and engagement process, ensuring your clients receive the best possible service from the start of your relationship.
Stop Chasing Clients. Automate Your Asks!
Find out how Client Powered helped a growing accounting firm improve client relationships and communication by providing full transparency and automated follow-ups, leading to a 40% increase in client satisfaction and retention.
- Improved client satisfaction by 40%
- Automated follow-ups for streamlined communication
Streamlined Client Communication for Accounting Firm
Discover how we transformed Stellar Shoes’ digital presence, overhauling their website and e-commerce platform, leading to a significant increase in site traffic and a 70% rise in online sales.
- Website and e-commerce overhaul
- 70% sales boost
Create a Proactive Practice with our QBO Integreted Client Health Scores
Learn how Client Powered’s QBO Integrated Client Health 360 feature helped a leading accounting firm gain valuable insights into their clients’ financial health, enabling them to provide proactive advice and support, and increasing revenue by 25%.
- QBO integration for a 360 view of client health
- Know, don't guess, about which clients pay the most, require the least work, respond the soonest, and rate you the highest
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Our clients
