Client Portal for accountants |Automation for client status note mail

Описание: Welcome to Easycloudbooks! Today we're going to show you, how we use automation to send Status Note Mails to our Clients. For those of you who don't know, Status Note Mails is a pre-written template that contains information about the client and their respective accounts. The purpose of this mail is to keep the client updated on the progress of their accounts. And this client portal for accountants software is very easy to work with.
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Important Links -

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YouTube Channel Help Link -
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Blogs - https://www.easycloudbooks.com/blogs

Setup Help Section Link -
https://help.easycloudbooks.com/User/...
https://updates.easycloudbooks.com/ea...
https://university.easycloudbooks.com/