Contact and email preferences
Record each contact's email opt-in and preferred channels, with unsubscribe links that respect their choice.
The problem it solves
Sending marketing or reminders to someone who opted out damages the relationship and invites complaints.
How it works
- Set channel and email preferences on the contact.
- Bulk and marketing emails respect those preferences.
- Recipients can unsubscribe from a link, and the preference is updated.
What your practice gets
- Communication preferences in one place.
- Fewer complaints from unwanted email.
- Unsubscribes are recorded without staff effort.
Questions accountants ask
Can a client unsubscribe themselves?
Yes. Emails can carry an unsubscribe link that updates their preference.
Are preferences per contact?
Yes. Each contact has their own preferences.
Do preferences affect essential messages?
Your practice decides which communications follow the opt-out setting.
Related features
Features that work alongside contact and email preferences.
Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoClient notes
Capture calls, decisions and advice as rich notes on the client file, with autosaved drafts the whole team can see.
VideoAppointment notes with client sign-off
Record meeting notes against the client, export them to PDF and send them to the client for e-signature.
VideoAI client memory
Keep the facts the AI assistant learns about a client and about your practice, and let staff review and manage them.
VideoSignatory resolution
Work out who signs for a client entity (director, trustee or partner) so documents go to the right person.
Client cloud folders
Link each client to their OneDrive, SharePoint or Dropbox folder, match folders automatically, create a folder structure and keep it in sync.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.