Even a 5% increase in customer retention can increase a company’s profitability by 75%.
Bain & Co
79% of accountants name client referrals as their best source of new business.
Accounting Today, 2022
With Levitate’s suite of tools, keep in touch with your network efficiently and authentically long after tax season is over.
email, text, and social media communications with pre-written, customizable reminders, and updates you can schedule months in advance.
contacts, meeting booking, and communications in a single app.
happy clients into active referral sources by staying in touch with ready-made and custom content written by accounting experts.
client satisfaction through our survey feature and leverage feedback in support of client retention efforts.
personal touchpoints with simple tagging and workflows, so you never miss a birthday, anniversary, or other important milestone.