New Automated Reminder Software Enables Accounting and Financial Firms to Deliver a Superior Client Experience While Improving Profitability

October 2, 2018

Colchester, Vermont


CPA Site Solutions today announced its release of OfficeMojo®, a comprehensive automated client reminder software solution designed specifically for accounting and financial firms. OfficeMojo® automatically sends appointment confirmations and reminders via text message or email to enhance the client experience, reduce no-shows, and ensure clients arrive on-time and prepared to meetings.

"Today, all consumers have chaotic schedules and it's easy for meetings to be forgotten or missed," stated Keith Washington, VP of Products. "We know last-minute cancellations and no-shows can impact the productivity and profitability of a business, which is why it was important for us to create a solution that eliminates these hurdles while giving businesses the tools to communicate with clients in the ways that consumers prefer."

In addition to automated reminders via email and text messages, OfficeMojo® includes other features such as online appointment booking and calendars, and save-the-date reminders, to encourage repeat and ongoing appointments - contributing to an increase in year-round profitability. OfficeMojo set-up is simple and accountants can easily customize the frequency, channel, and volume of reminders that are sent to clients.

Seeing that the average response time for a text message is just 90 seconds and 75% of consumers prefer a text message over a phone call, OfficeMojo enables accounting and financial professionals to receive fast responses while improving overall client satisfaction.

CPA Site Solutions has two decades of experience in the accounting industry, delivering leading website design and online marketing solutions for accounting and financial professionals. Their ever-growing product suite ranges from ready-to-go websites and fully-custom designs to search engine optimization, social media management, and pay-per-click advertising. With their latest addition of OfficeMojo®, CPA Site Solutions remains the most comprehensive digital marketing partner for accounting firms nationwide.

Accountants can click here to learn more about OfficeMojo or call CPA Site Solutions at (800) 896-4500.

About CPA Site Solutions


CPA Site Solutions offers leading accounting website design, search engine optimization, social media management, and pay-per-click advertising solutions to over 7,500 accounting firms nationwide. Accounting firms can get a free 60-day website trial on select packages at /getstarted.php.

Learn more about CPA Site Solutions, visit the blog, LinkedIn, and CPA Site Solutions Resources. To reach a CPA Site Solutions representative, call (800) 896-4500 or visit www.CPASiteSolutions.com.