Your month-end close depends on clients
who send things when they feel like it.
Snappy sends automated reminders for outstanding receipts, statements, and records before your cutoff - and follows up until you have what you need so your workflow never stalls waiting on someone else.
No tech skills needed - Built around your tools - Live in days
The real problem
Most of what you lose, you lose after the first call.
A call goes to voicemail. A form sits overnight. The person who was ready to hire calls whoever answered. Snappy answers first every time, so you keep the clients you already earned.
Where the time goes:
- A client's bank statements arrived on the 18th and pushed your entire month-end close back by three days
- A new client doesn't understand what you need or when, and you end up re-explaining the same things every month
- A CPA who used to refer clients regularly has gone quiet and you're not sure whether to reach out
- You're spending time answering 'where do my books stand?' emails that could be handled automatically
What Snappy handles for you.
Set it up once. Snappy runs in the background so nothing slips.
Document due reminders
Snappy reminds clients to send receipts, statements, and payroll records 5 days before your cutoff - not the day of.
Month-end deadline management
Clients know exactly what's due and when because Snappy sends a checklist reminder at the start of each month.
Books status updates
Snappy handles 'where do my books stand?' questions so you're not writing the same status email to three clients every week.
CPA referral nurturing
CPAs and accountants who have referred clients to you get a regular touchpoint from Snappy to stay top of their minds.
Review and referral requests
Happy clients are asked for a referral and a review at the end of the first quarter together when the relationship is working well.
New client onboarding follow-up
New clients get a guided onboarding sequence from Snappy that explains what you need, when, and how to send it - reducing back-and-forth.
The clients are already reaching out. Snappy makes sure none slip.
It answers fast, follows up on every open thread, and tells you who needs attention today - so you can focus on the work only you can do.
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Stop letting good clients slip away.
No tech skills needed. We build it around your tools. Snappy handles the follow-up while you focus on the work.
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