How to Stay in Touch With Clients Between Projects
The gap between projects is where most client relationships die. Here are practical ways to stay visible without being pushy or taking up too much time.
The simple CRM for accountants and bookkeepers
If your clients only hear from you in March and April, you are a form-filler, not an advisor. ClientGo schedules the mid-year check-ins, quarterly touchpoints, and deadline reminders that turn tax-season clients into year-round relationships.
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Sound familiar?
Clients vanish between filing seasons
Eleven months of silence, then a shoebox of receipts. Without scheduled touchpoints, you cannot catch the problems in June that become emergencies in April, and clients feel no reason to stay loyal.
Advisory revenue never materializes
Every practice wants to sell advisory services, but advisory starts with a proactive phone call, and proactive calls do not happen without a system that says who to call this week.
Practice management tools track work, not relationships
Your workflow software knows which returns are filed. It does not remind you that a client mentioned selling their business, or that you promised to revisit their entity structure in the fall.
How ClientGo fixes it
No pipelines, no deal stages, no training videos. Just the pieces that keep follow-up happening.
Recurring-style check-ins per client
Set a mid-year review, a quarterly estimate reminder, or a post-filing thank-you call on each client. Each one surfaces on the day it is due with your notes.
Notes that survive tax season
Client mentioned a rental purchase, a new baby, a side business. Jot it on their profile in seconds, and it is there when planning season comes.
Labels for client tiers and service lines
Tag clients as individual, business, bookkeeping-only, or by tier, then work one segment at a time when you plan outreach.
A shared view for a small practice
Partners and staff see the same contacts and history, and follow-ups can be assigned, so a client conversation never depends on who happens to remember it.
Common questions from accountants & bookkeepers
No. ClientGo does not track engagements, returns, or workflow status. It tracks people: who your clients are, what you know about them, and when you will next reach out. Most practices use it alongside their workflow tool.
ClientGo stores names, contact details, and the notes you write. It is not a document portal and should not hold tax documents or financial records. Data is protected with per-workspace access controls, and only your team can see your contacts.
One plan at $4.99 per user per month with unlimited contacts and activities. A three person practice pays about $15 a month. Annual billing saves 20 percent.
Yes. Export a CSV from your current system and use the import wizard. Column mapping and duplicate detection are built in.
A common pattern: a post-filing wrap-up call, a mid-year planning check-in, a fall reminder before year-end moves, and quarterly estimate nudges for those who need them. ClientGo makes each of those a dated activity so none get skipped.
Guides for accountants & bookkeepers
Client Communication Plan: Templates and Tips
A client communication plan prevents missed follow-ups and awkward silences. Get templates, timing guides, and a step-by-step framework you can use today.
The 5-Minute Friday Habit That Keeps Clients Warm
One short note every Friday keeps client relationships warm without feeling forced. See examples across four professions and a simple system to stay consistent.
Stop losing work to forgotten follow-ups
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