Streamline Your Accounting Processes with Precision and Ease

As an accountant, managing client relationships, staying organized, and ensuring timely

communication are crucial for success. BoostPad is designed to help you achieve

all this and more with ease and efficiency.

14-day free trial. $0 to get started.

Streamline Your Accounting Processes with Precision and Ease

As an accountant, managing client relationships, staying organized, and ensuring timely

communication are crucial for success. BoostPad is designed to help you achieve all this and more with ease and efficiency.

Try For Free

See Demo

14-day free trial. $0 to get started.

BoostPad’s powerful CRM + marketing automation can help you:

Gather information on leads and clients.

Streamline Client Management.

View lead and client status at a
glance.

Send clients deadline reminders.

Turn leads into clients.

Onboard new clients seamlessly.

Automate follow-ups.

Automate Routine Tasks.

Ask for referrals.

BoostPad’s CRM + marketing automation can help you:

Gather information on leads and clients.

Streamline Client Management.

View lead and client status at a
glance.

Send clients deadline reminders.

Turn leads into clients.

Onboard new clients seamlessly.

Automate follow-ups.

Automate Routine Tasks.

Ask for referrals.

Ease tax season—and every season—with BoostPad’s CRM for accountants

Effortlessly gather essential information from leads and clients.

Create and automate email campaigns so you can focus on billable tasks.

Have access to detailed Reporting and Analytics.

Keep your clients informed and maintain strong relationships.

Ease tax season—and every season—with Boostpad’s CRM for accountants

Effortlessly gather essential information from leads and clients.

Create and automate email campaigns so you can focus on billable tasks.

Have access to detailed Reporting and Analytics.

Keep your clients informed and maintain strong relationships.

Effortlessly gather essential information from leads and clients

Our platform offers intuitive forms and data collection tools that seamlessly integrate with your CRM system.

This ensures you have all the necessary information at your fingertips, improving client management and streamlining your workflow.

Whether it's contact information, service preferences, or financial details, BoostPad ensures you can gather and organize this data efficiently and securely.

Effortlessly gather essential information from leads and clients

Our platform offers intuitive forms and data collection tools that seamlessly integrate with your CRM system.

This ensures you have all the necessary information at your fingertips, improving client management and streamlining your workflow.

Whether it's contact information, service preferences, or financial details, BoostPad ensures you can gather and organize this data efficiently and securely.

Create and automate email campaigns so you can focus on billable tasks

BoostPad allows you to easily create and automate email campaigns, enabling you to maintain regular communication with your clients and leads.

This automation helps you keep your audience informed and engaged without requiring constant manual effort. By automating these routine marketing tasks, you can dedicate more time to billable activities, ultimately increasing your productivity and revenue.

Create and automate email campaigns so you can focus on billable tasks

BoostPad allows you to easily create and automate email campaigns, enabling you to maintain regular communication with your clients and leads. This automation helps you keep your audience informed and engaged without requiring constant manual effort. By automating these routine marketing tasks, you can dedicate more time to billable activities, ultimately increasing your productivity and revenue.

Have access to detailed Reporting

and Analytics

BoostPad provides comprehensive reporting and analytics tools, giving you valuable insights into your business performance.

Monitor key metrics, track the effectiveness of your marketing campaigns, and analyze client interactions to make informed, data-driven decisions.

With these detailed reports, you can identify trends, optimize your strategies, and enhance your overall productivity and efficiency.

Have access to detailed Reporting and Analytics

BoostPad provides comprehensive reporting and analytics tools, giving you valuable insights into your business performance. Monitor key metrics, track the effectiveness of your marketing campaigns, and analyze client interactions to make informed, data-driven decisions.

With these detailed reports, you can identify trends, optimize your strategies, and enhance your overall productivity and efficiency.

Keep your clients informed and maintain strong relationships

With BoostPad, you can effortlessly keep your clients updated and nurture robust relationships through our automated communication tools.

Regularly send updates, newsletters, and personalized messages to ensure clients are always in the loop about important information.

Consistent and meaningful communication helps build trust and loyalty, leading to increased client satisfaction and long-term retention.

Keep your clients informed and maintain strong relationships

With BoostPad, you can effortlessly keep your clients updated and nurture robust relationships through our automated communication tools.

Regularly send updates, newsletters, and personalized messages to ensure clients are always in the loop about important information. Consistent and meaningful communication helps build trust and loyalty, leading to increased client satisfaction and long-term retention.