Grow, retain, and nurture your business through genuine client outreach made simple.
With Levitate’s suite of tools, keep in touch with your network efficiently and authentically long after tax season is over.
email 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–and top of mind–throughout the year.
client satisfaction through our survey feature and leverage feedback in support of client retention efforts.
personal touchpoints, so you never miss a birthday, anniversary, or other important milestone.
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You have too much to do and not enough time to do it—that’s why we’re here. Your Success Specialist will onboard your team, develop your strategy, and serve as an ongoing marketing resource for your team.
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Our recipe for the best email open rates in the marketing business? Fewer, more personal emails. Our library delivers three times average industry open rates*, with templates so simple and effective that you’ll wonder why you wasted so much time on that last newsletter.
The Happy Birthday Email
It's true—this is one of our all-time, top-performing templates. Staying top of mind can be as simple as remembering a birthday.
Avoid Small Business Audits
Share seven tips for business owners on how to avoid getting audited.
Quarterly Tax Deadline: June 15
Let relevant clients know it’s time to pay their quarterly estimated taxes.
The Check-In
Our two favorite ingredients—short, and sweet—make this a tried and tested winner.
Tax-Free Retirement Income Strategies
Let clients know tax-free retirement income is possible with the right strategy--and your expert help.
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Our platform uses your everyday email server (like Outlook or Gmail), so your message skips the Promotions folder and looks like a truly personal email.
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Get personalized content recommendations you can review and approve months in advance with the click of a button. Not interested in one month’s recommended content? Not a problem–we make it easy to drag, drop, and schedule other relevant templates.
Tax Season Reminder - March
Review and Approve
Quarterly Tax Deadline: Apr. 18
Review and Approve
Teen Summer Jobs & Taxes - 2022
Review and Approve
Informative
21 Questions About 2021 Taxes
Sent
Informative
Accounting Terminology 101
Sent
Holiday
Happy Mother’s Day
Sent
Keep-in-Touch
Reminder to Notify of Life Changes
Scheduled
Informative
Post-Tax Day FYI - IRS Audits
Scheduled
Deadline
Quarterly Tax Deadline: June 15
Scheduled
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See exactly who engages with your emails and enhance contact profiles as much or as little as you like. Levitate Tags and Key Facts make it easy to segment outreach and remember the little things.
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Get rid of yet another single-use application, and use our meeting booking feature to convert digital communications into face-to-face interactions.
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
