Why Dubsado is perfect for

Bookkeepers & Accountants

Lynnora uses Dubsado to automate admin tasks and provide value to her clients. Take a look at her process.

Bookkeepers & AccountantsBookkeepers & Accountants

"I love Dubsado because it streamlines our client onboarding and project management processes. Dubsado is flexible enough to be unique to my business but easy enough for a pleasant end-user experience. It helps me save time completing administrative tasks and allows me to add value back to my clients through workflows and automation. Clients are able to be self-sufficient when scheduling appointments or providing requested documentation. They receive timely responses and reminders which are all managed in one place. Dubsado is fully customizable from the contracts, forms, emails, and even website landing pages! Dubsado has helped me scale my business where I can focus more on providing excellent client experiences and quality services."

Lynnorra Phillips
Accountant

How Lynnorra streamlines her virtual assistant business with Dubsado

step one

What is your lead capture process?

"My lead capture process has two starting points - one on my website and the other through scheduling. My favorite thing about this process is that my clients get an automated email that prompts them to schedule an appointment if captured on my website; or in the second example, automatically provides new clients with a video conferencing link for their appointment without having to work through 3 different systems to get my client set up & scheduled."

step two

What is your onboarding process?

"After our initial consultation, Clients receive a Contract within Dubsado where an automated email is sent with a 7 day expiration period. Once the contract is signed, an invoice is created and client pays! My favorite thing about this process is that the contract is easily added and customized to fit your client's needs. It is saved within the project for future reference and can be signed on the go!"

step three

What is your client management process?

"My lead capture process has two starting points - one on my website and the other through scheduling. My favorite thing about this process is that my clients get an automated email that prompts them to schedule an appointment if captured on my website; or in the second example, automatically provides new clients with a video conferencing link for their appointment without having to work through 3 different systems to get my client set up & scheduled."

step four

What is your payment process?

"Currently, I only use Dubsado for client appointment deposit payments. However, I am experimenting with the newly integrated Xero features to see how that can enhance this process to transfer my billing over to Dubsado from Xero if possible."

An entire suite of business management tools for

Bookkeepers & Accountants

Convert leads into paid customers

Bring in new clients quickly and easily. Use our automated on-boarding process to ensure that leads don't slip away.

Forms designed to save time

Customize reusable form templates for your contracts, lead capture forms, questionnaires, and proposals—all with your unique branding.

More business, less busywork

Take the repetitive work off of your plate with automated workflows, recurring payments, confirmation emails, payment reminders, and more.

Our tools, your brand

Fully customize your forms, email templates, and much more. Your clients will never see our branding on anything you send.

Stay organized, stay connected

Relationships matter. Manage your clients through projects and maintain organized communication with emails, task boards, and client portals.

Get to the point of sale

There's a proposal for every kind of business. Clients can make their selections, sign a contract, and pay an invoice, all on your website.

Frequently Asked Questions

How do I know if Dubsado is right for me?
How long does the trial last?
Does Dubsado integrate with ______?
Are there additional resources for my line of business/industry?

"I love Dubsado because it streamlines our client onboarding and project management processes. Dubsado is flexible enough to be unique to my business but easy enough for a pleasant end-user experience. It helps me save time completing administrative tasks and allows me to add value back to my clients through workflows and automation. Clients are able to be self-sufficient when scheduling appointments or providing requested documentation. They receive timely responses and reminders which are all managed in one place. Dubsado is fully customizable from the contracts, forms, emails, and even website landing pages! Dubsado has helped me scale my business where I can focus more on providing excellent client experiences and quality services."

Lynnorra Phillips
Accountant