Clients you only see at tax time
forget you by June.
Accounting is a year-round relationship squeezed into a few busy months. Appreciate Engine reminds you to reach out between deadlines so clients feel looked after and keep referring.
Sound familiar?
- Clients only hear from you at tax time and feel transactional
- Quarterly deadlines and year-end planning check-ins don't get sent
- Referrals stall because you're out of sight most of the year
The moments that bring customers back.
Seasonal & deadline check-ins
Reach out ahead of quarterly deadlines and year-end so clients feel proactively served.
Client anniversaries & milestones
Mark the anniversary of a client's first engagement, or a business milestone, with a personal note.
Referral touchpoints
Stay warm with your best clients so referrals come naturally.
To be clear about what this is: Appreciate Engine is customer retention software, not lead generation and not review management. It works the customer list you have already earned, and every message is sent by you, in your own voice.
Common questions from accountants & cpas businesses
Can I track deadlines and client dates?
Yes. Use custom dates for quarterly deadlines, fiscal year-ends, and engagement anniversaries.
Does this replace my accounting or CRM software?
No. It complements them, handling the personal outreach that keeps clients loyal.
Is my communication automated?
No. You send each message yourself, so it feels personal.
Start making accountants & cpas customers feel remembered.
14-day free trial. No credit card required. Cancel any time.