AccountKit’s Post

Never forget a client’s birthday again (and look like a rockstar effortlessly!) Client relationships are the heart of any accounting practice, and sometimes, it’s the small things that make the biggest difference. Imagine delighting your clients by remembering their birthdays—without any extra effort. With AccountKit's birthday dashboard, you can: ✅ Automatically track and display client birthdays using the data you already have. ✅ Send a quick email or make a call directly from the dashboard to show you care. ✅ Strengthen relationships with simple gestures that make clients feel valued. ✅ Do the same for your team—celebrate milestones without revealing their age (if they prefer to keep it a mystery!). 🎥 Watch how this simple feature can help you build stronger connections and boost client loyalty. Sometimes, it’s not about the numbers—it’s about showing you care. #clientrelationships #clientdelight #accountingtools #efficiency #accounting #birthday #xero #accountant #XPM #accountkit

To view or add a comment, sign in

Explore topics