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As the holiday season approaches, accountants everywhere are preparing for the busiest time of year. Year-end tax planning, client meetings, and managing deadlines can quickly turn holiday cheer into holiday stress. With your calendar packed, it’s easy to feel like there’s no time to enjoy a break.
But what if you could reclaim some of that time? What if you didn’t have to work harder just to keep up, but instead worked smarter? The good news is, by leveraging AI and automated workflows, you can streamline your tasks and free up more time for what really matters this holiday season.
Client inquiries don’t stop just because you’re busy or on a break. Simple questions like, “Are you open on Friday?” or “What’s the deadline for submitting my tax documents?” can pile up, taking time away from your important tasks. The solution? Automated chatbots.
A chatbot on your website can handle basic client questions 24/7, providing instant responses. Not only does this save you time, but all the conversations are automatically logged in the client’s record for easy follow-up. With AI handling these routine queries, you can focus on the more complex tasks that truly require your expertise.
Creating blog posts, social media updates, and other content is an ongoing task that can take up hours of your day. Imagine being able to batch weeks’ worth of content in minutes. With AI-powered tools, you can generate the content you need for blogs and social media posts quickly and efficiently.
The key to success here is knowing the right prompts to give your AI tool. Once the content is created, simply schedule it using your social media tool, and your content will keep working for you even when you’re offline. This automated process allows you to stay consistent with your marketing without needing to dedicate hours to content creation.
When it comes to sending holiday greetings, it’s easy to feel overwhelmed by the number of clients you need to personally message. But you don’t have to sacrifice time with your family to show your appreciation for your clients. With AI, you can automate the process of creating and sending personalized holiday messages.
Using a CRM, you can easily create personalized greetings, automatically inserting each client’s name with a merge tag, and then schedule the messages to send at the right time. Now, you can send thoughtful messages to every client without spending hours at your desk.
For many firms, there are clients who only use compliance services but could benefit from ongoing tax planning or monthly maintenance services. However, reaching out to these clients can often fall through the cracks during busy periods.
AI allows you to set up automated campaigns that send a series of well-crafted emails or text messages to nurture these clients and encourage them to consider additional services. These campaigns can be set up in a CRM and triggered to begin at the right time, without any manual intervention on your part.
Additionally, year-end reminders are necessary but time-consuming. With AI, you can easily create these reminders, whether they’re for tax document submissions or other critical deadlines, and schedule them to go out automatically. This keeps your clients on track without taking valuable time away from you.
We all know how important client calls are, but there’s no reason you have to drop everything to answer every phone call—especially during the holidays. AI can help you manage missed calls by sending a quick text response like, “Thank you for calling. I’m currently assisting another client but would be happy to help. What can I assist you with today?”
By using AI, you can capture the caller’s number, answer basic inquiries, and even let the client know you’ll get back to them within a certain timeframe. Not only does this save time, but it also ensures that your clients feel attended to, even if you’re away from the phone. This kind of automated communication positions your firm as tech-savvy and responsive, which clients will appreciate.
The true beauty of AI and automation is that it allows you to step away from the small, repetitive tasks that normally keep you glued to your desk. From answering basic questions to scheduling content, sending reminders, and even following up with clients, automation frees you to focus on higher-level tasks or take a well-deserved break.
By automating these workflows, you can finally enjoy the holiday season without the constant worry that something is slipping through the cracks. Automation ensures that your clients are getting the attention they need while you spend more time with family and friends.
In today’s world, clients expect more, but working harder is not the answer. Instead, working smarter by leveraging AI is the solution. It’s about giving yourself the tools you need to manage your workload efficiently while still providing high-quality service to your clients.
While automation is a powerful tool, it’s important to remember that it doesn’t replace the human relationships that are at the heart of your firm. Use AI to handle the heavy lifting, but be sure to include personal touches in your client communications, like short videos in your emails or a personalized message. These little details show authenticity and build deeper connections with your clients.
Before we wrap up, we want to share an insightful podcast episode you won’t want to miss. In it, we speak with Scott Fleszar, former CEO of SafeSend, about the changing landscape of accounting firms. We discuss how firms can balance high-value advisory services with the volume of compliance work, and how automation and technology are transforming the profession. If you’re looking for insights on how to stand out in a crowded market, this is a must-listen.
If you’re looking for ways to leverage AI and automate workflows to give yourself more time this holiday season, we’re here to help. At Cajabra, we specialize in helping firms streamline their processes, allowing them to focus on what matters most. Our CRM is designed to automate communication, marketing, and client management—all while keeping the human touch intact.
Don’t let the holiday season pass by in a haze of stress and never-ending work—take back your time and make this holiday season your best one yet!
