Communication
Complete communication, all in one place
5 ways… is a professional software that brings all your communication channels into one place. It’s client communication, email inbox integrator and a team chat - all in one.
5 ways… it’s communication, only better
Efficient and precise client communication
All messages are stored in a single system, ensuring complete visibility of communication history and preventing the loss of important information.
Structured archive
Complete client interaction history, from documents to messages, is always at your fingertips. This allows you to access prior agreements and act with greater confidence.
Collecting data through surveys
Collect essential information from clients quickly and effortlessly. This is the perfect solution to reduce time-consuming phone calls and focus on providing efficient customer service.
Additional Sales
Utilize the quoting feature to offer additional services to clients directly within the system. This will enhance the quoting process and increase firm profits.
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Work smarter and save time every day with an intelligent system tailored for accounting firms.
Try for freeFeatures that support your workflow
Integrate your email with the system to efficiently enhance communication with accounting firm clients. Automated message filtering assigns correspondence to the appropriate clients, while integration with Gmail and Microsoft Exchange ensures full functionality.
- Bulk message sending and management
- Automated assignment of correspondence to relevant client profiles
Internal chat
Provide your team with fast, convenient communication across your accounting firm. The internal chat enables real-time information exchange, task coordination, and feedback, enhancing collaboration and preventing misunderstandings. All conversations are automatically archived, ensuring easy access to past discussions whenever needed.
- Instant communication between employees
- Automatic conversation archiving for complete control
Customer service form
Enhance client communication and save time with the customer service form. This tool lets you gather inquiries and data all in one place, reducing the need for lengthy phone calls.
- Create and share custom forms with a link
- Seamless integration of the form into your office’s website.
Manage paid services
Deliver services faster and more efficiently. The system enables quick pricing of additional services, seamless case delegation for completion, and automatic payment collection.
- Quick quoting and automated billing for additional services
- Automated invoicing and payment processing
Interactive surveys
Easily gather customer data and insights with interactive surveys. This module lets you create personalized forms, boosting efficiency and speeding up the quoting process for new clients.
- Easily create and send surveys to clients
- Customize surveys to meet your firm's specific needs
Archive
Store all your data in one easily accessible location. The archive keeps a complete history of communication, documentation, and collaboration, giving you a full view of client relationships and ensuring everything you need is always at your fingertips.
- Easy access to all client documents and attachments
- Complete communication history maintained
- Secure data storage fully compliant with GDPR
Faq
Questions and Answers
No, the client cannot delete communication. All data is archived.
Other valuable features
Improve client collaboration and stop wasting time transferring documents through multiple communication channels. Assign tasks and keep your team’s responsibilities organized.
Interactive contact form
Manage new clients and share collected information with your team via contact form. This gives you the ability to track and update requests while seamlessly assigning them to other users. Each inquiry is monitored and can be updated by both users and employees, ensuring full control over case status.
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