Strengthen Client Relationships
Taxaroo’s Birthday Emails feature enables you to maintain a strong connection with your clients, showing them that you value and remember their special day. A simple but meaningful gesture, birthday greetings can help strengthen client relationships and enhance their loyalty to your firm.
Automated Process
Your client’s birthday is pulled from their interview and we will ensure they receive a special greeting every year, saving you time and effort.
Improved Client Engagement
Sending birthday emails not only demonstrates your firm’s attention to detail, but also provides an opportunity for regular, positive client contact.
Optional Personalized Greetings
You have the option to send personalized birthday messages or out of this feature based on your firm’s unique communication strategy.
Client Retention
In a competitive market, retaining clients is as crucial as acquiring new ones. Sending Birthday Emails via our Practice Management Software reminds clients of your personalized approach, boosting satisfaction and loyalty
A personal touch like a birthday email can significantly boost client loyalty, making them more likely to choose your services in the future.
Birthday Emails offer an opportunity for year-round engagement with your clients, keeping your firm top of mind even during off-season periods.
Easily Configurable
Taxaroo makes setting up Birthday Emails easy. Configure your automated birthday messages within your firm’s dashboard, complete with your logo, color scheme, and consistent branding. With Taxaroo, you can effortlessly foster stronger, more personal relationships with your clients.
- 7-day free trial
- 100% Money-Back Guarantee
- Cancel anytime
- 7-day free trial
- Cancel anytime
- 100% Money-Back Guarantee