Keep Your Clients and Team Connected

Provide your clients an unmatched customer experience with SeQwens

Communication and Email Marketing

With SeQwens, you can virtually chat with your clients and team members using messages, SMS, emails campaigns, forms, and invoices—all in real-time. You can even sync your email account with SeQwens to see all the emails sent to your clients from your company. Any requests, client portal invitations, or updates from SeQwens will be sent directly to your customers via email.

Start engaging with your customers using our intuitive messaging interface. All customer communications are automatically tracked within their project for easy access. Our email marketing is packed with cutting-edge features to help you nurture leads and build stronger relationships with your customers.

Improve your Customer Experience

Provide your clients with an unmatched customer experience with SeQwens

Client Portal

Access Forms

E-Sign Documents

Upload Files

Messaging

Client Requests

Acess form
Access Forms

Tax payers will have access to all forms pertaining to their returns once uploaded into their portal. Your clients will no longer have to track you after tax season for a copy of their 1040, Schedules or copies of their W2.

E-Document
E-Sign Documents

In the client portal, you can request your client’s signatures for important documents such as 1040, 8879, due diligence related documents prior to e-filing their returns.

upload files
Upload Files

Easily upload and download important tax, income and supporting documents to be accessible by you and your clients.

Messaging
Messaging

Communication within your tax office can now be easy between you, your tax preparers and your clients. Send and receive messages as they are happening.

Client
Client Requests

Your clients will have the ability to create tasks, schedule appointments, send you request or complete request made by your tax office.

Customer Engagement

Keep your clients interacting with your tax office year round with marketing emails, newsletter, and offers all sent out automatically through SeQwens. With streamlined onboarding and file sharing tools your clients will have greater independence and access to tools that make filing their returns easier.

Secure File Sharing

The security of you and your clients data is in the forefront of every tax professional’s mind. With SeQwen’s document manager you can now securely store and share files between clients and their preparers. No more shredding documents or overflowing filing cabinets.

High-quality Support

How important is support for your tax business? With SeQwens you get year-round comprehensive support. Support requests can be handled through the software and receive responses or resolutions within 24 hours! You can also call or email us for more immediate support.

Ready to Streamline Your Tax & Accounting Office?

Let SeQwens be your strategic partner, ready to drive innovation to your customer base, adding additional revenue streams, and gain the support you need to set yourself apart from the competition.

Contact us today to know more about SeQwens or book a free demo now!

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