Birthday Emails

Build stronger relationships with your clients through personalized Birthday Emails

Strengthen Client Relationships

Taxaroo’s Birthday Emails feature enables you to maintain a strong connection with your clients, showing them that you value and remember their special day. A simple but meaningful gesture, birthday greetings can help strengthen client relationships and enhance their loyalty to your firm.

Automated Process

Your client’s birthday is pulled from their interview and we will ensure they receive a special greeting every year, saving you time and effort.

Improved Client Engagement

Sending birthday emails not only demonstrates your firm’s attention to detail, but also provides an opportunity for regular, positive client contact.

Optional Personalized Greetings

You have the option to send personalized birthday messages or out of this feature based on your firm’s unique communication strategy.

Client Retention

In a competitive market, retaining clients is as crucial as acquiring new ones. Sending Birthday Emails via our Practice Management Software reminds clients of your personalized approach, boosting satisfaction and loyalty
A personal touch like a birthday email can significantly boost client loyalty, making them more likely to choose your services in the future.
Birthday Emails offer an opportunity for year-round engagement with your clients, keeping your firm top of mind even during off-season periods.

Easily Configurable

Taxaroo makes setting up Birthday Emails easy. Configure your automated birthday messages within your firm’s dashboard, complete with your logo, color scheme, and consistent branding. With Taxaroo, you can effortlessly foster stronger, more personal relationships with your clients.

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Don’t just take our word for it – Taxaroo’s real-world impact is demonstrated by satisfied clients who experience tangible benefits from our software. Our platform has transformed their operations, and their lives. Allowing them to focus on what really matters: providing exceptional service and growing their businesses.

“Taxaroo has cut our workflow time by 50%, allowing us to focus more on value-add client conversations.”

Brandon Sherman, <span style="font-size: 14px; letter-spacing: normal;">Owner</span>

Brandon Sherman, Owner

Sherman & Associates

“Taxaroo has been a lifesaver for our business this year. We were very lucky to have the tools of Taxaroo.”

Alice Zaganczyk Peterson, CPA

Alice Zaganczyk Peterson, CPA

AM Accounting and Tax Services

“Using Taxaroo, we’re able to smoothly handle 500 returns and generate half a million a year in revenue… with just two employees!”
Karen M. Stevenson, EA, MBA

Karen M. Stevenson, EA, MBA

Stevenson Tax and Accounting

Ranked highest in customer satisfaction

Become part of a growing network of small tax, bookkeeping, accounting and CPA firms that have discovered the benefits of Taxaroo’s cost-effective and easy-to-use practice management software.

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