Introducing:

OfficeMojo for Accountants

Deliver a Superior Client Experience with Better, Faster, and More Convenient Communications

OfficeMojo: A Powerful Automated Client Communications Solution for Accounting and Financial Professionals


Reduce no-shows and improve profitability with OfficeMojo.

Research shows that sending appointment reminders via text reduces the number of missed appointments by as much as 40 percent!

That's why accounting and financial professionals rely on OfficeMojo, a leading automated client reminder and communications software, to remind clients about upcoming appointments to keep their schedules full while avoiding last-minute cancellations and no-shows.

OfficeMojo: A Powerful Automated Client Communications Solution for Accounting and Financial Professionals

5 Ways an Automated Client Reminder Software Benefits Accounting and Financial Firms


Here are 5 reasons why accounting and financial professionals are investing in automated client reminder software to generate more loyal, year-long business for their firms:

  • Reduce no-show appointments while ensuring clients arrive on-time and are well prepared for their meeting.
  • Streamline communications and save time with two-way messaging and online appointment request forms.
  • Pinpoint communications and target specific groups of current and prospective clients within email marketing campaigns.
  • Increase satisfaction by communicating with clients in ways that are preferred and convenient for them.
  • Improve efficiency and profitability by giving office staff more time to focus on efforts that drive revenue.

"It costs nearly 7 times more for your business to attract a new client versus retain an existing client."

OfficeMojo: Reduces No Shows

Video Conferencing

Reduce client in-office time and simplify consultations… all with OfficeMojo!


Offer Client Appointments from Anywhere with Video Conferencing

Video conferencing is a tool offered with OfficeMojo, making it easy for current and new clients to tell you their needs, right from their phone. For clients that don't understand accounting, starting the initial conversation can be daunting. Video Conferencing provides an easy way to open the conversation.

  • CPA Site Solutions can easily create a customized video conferencing hub for your firm’s site.
  • Clients will love the ability to quickly access your financial expertise.
  • Video conferencing is an integral part of a firm management solution to build better relationships with new and current clients.
OfficeMojo: ScreenShot

Getting started is simple!


Once you sign-up, we’ll create your account so you can easily upload your contacts. Once your contacts are loaded, you can instantly customize, set, and start sending your reminders!