Unlock Digital Mastery to Propel Your Accounting Firm into a New Era of Growth and Success.
The Ultimate All-In-One Sales & Marketing Suite for the Accounting Industry.
YOUR ALL-IN-ONE SALES AND MARKETING SYSTEM
Launch targeted PPC campaigns and social media ads during tax season. Create blog posts and webinars on tax tips and law changes to establish your firm as a tax expert. Use SEO to rank high for tax-related searches.
Share detailed case studies and client testimonials on your website and social media to build trust. Offer virtual workshops on the importance of audits and compliance to attract potential clients.
Create engaging videos and infographics explaining financial concepts. Share success stories and insights through blog posts and social media. Host webinars on financial planning and risk management to draw in businesses.
Promote your bookkeeping and payroll solutions through targeted emails and social media posts. Share best practices in blog posts and offer free trials to showcase your services' reliability and efficiency.
Highlight your forensic accounting expertise with success stories and client testimonials. Offer webinars on fraud prevention and detection to attract clients needing specialized services.
Produce content explaining estate planning and wealth transfer strategies. Share success stories and client testimonials to build trust. Host webinars and Q&A sessions to engage high-net-worth clients.
Precision in communication is key to client success. Our Accounting Client Engagement System ensures your firm delivers tailored messages to the right clients at the optimal times, using the most effective channels. Elevate your client relationships with unmatched accuracy and efficiency.
Centralize all your communication channels, accessible on any device—whether it's iPhone, Android, or desktop.
Create custom websites for your accounting firm using our intuitive Template Builder.
Funnels and landing pages to maximize advertising results
Webforms and surveys to filter the right couples to book
Seamlessly integrate with your calendar for both manual and online scheduling of client consultations and meetings.
Implement automated reminder and confirmation sequences via email, SMS, and phone calls to ensure clients remember their appointments.
Monitor and analyze show-up rates to optimize scheduling practices and maximize your return on investment (ROI).
Consolidate all communication mediums in one place: SMS, email, phone, voicemail drops, Facebook Messenger, Instagram DM, Google My Business Messenger, and WhatsApp.
SMS, Email, Phone, Voicemail Drops, FB Messenger, Instagram DM, Google My Business Messenger, WhatsApp
Utilize automated workflows to streamline client interactions.
Implement reminder sequences to ensure clients stay informed and engaged.
Follow up after consultations and appointments to maintain client relationships and address any additional needs.
Effectively manage your sales pipeline and opportunities to gain clear insights into your sales performance.
Develop custom client portals within your client management system.
Collect client payments and handle invoicing seamlessly.
Integrate contracts with DocuSign, HelloSign, and other e-signature solutions (with our native build coming soon).
Access all analytics and reporting in one centralized location.
Request reviews from clients you want feedback from.
Trigger a referral request sequence to clients at any time.
Respond to review messages from Facebook and Google directly within the software.
Create custom invoices and send them directly to your clients from within the client management system.
Setup recurring billing to collect payments over time.
Engage with clients already visiting your site.
Convert more website visitors into sales opportunities and consultations.
Increase your inquiries without spending more on advertising, thereby increasing your profits.
Maximize your time by leveraging AI copywriting to create ads, social media posts, website content, and more in just minutes.
Built into the app, this AI tool is your new best friend and content writer.
Effective communication drives client engagement. Our system delivers the right message, to the right person, at the right time, using the right communication medium. No other software comes close.
For accounting firms, retaining existing clients is just as important as attracting new ones. Email and text message marketing are two great ways to keep your firm top of mind and your clients engaged. Additionally, keep your schedule booked and minimize costly no-shows by sending out appointment reminders in minutes.
Social media is where people spend the majority of their time online, and it can be a powerful tool for marketing your accounting services. With the right social media marketing strategy, you can build strong relationships with your existing clients, attract new clients, connect with your community, promote your services, and more.
Online advertising, like pay-per-click (PPC) ads and display ads, can be a great way to get your accounting firm in front of prospective clients who are actively searching for accounting services in your area. When used correctly, online advertising can be an effective way to capture market share, attract new clients, and grow your practice.
Your accounting firm's reputation is crucial—it may be one of the most important factors in attracting new clients. It can make or break your firm’s success. That’s why it’s so important to proactively manage your reviews and ensure that your clients have a positive experience with your firm from start to finish.
Your accounting firm’s website is a key component of your reputation and online presence. A well-designed website can attract new clients, showcase your services, and provide a positive experience for visitors. Ensure your website is optimized, professional, and reflects the quality of your services.
In the accounting industry, your success hinges on connecting with businesses ready to thrive. Dippidi aids in elevating your visibility, refining your marketing strategies, and attracting more clients seeking to achieve their financial aspirations.
