AirSend for Accounting Firms

From compiling tax returns to financial planning, see how your accounting business can benefit from AirSend.

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Keep Everyone In the Loop

Send and receive messages and have voice and video calls in private Channels with clients and team members.

Share and Organize Anything

Improve your security by sharing and organizing everything from tax return drafts to PBC lists using AirSend’s powerful secure messaging and file management system.

Complete Your To-Do

Assign actions like “Review Tax Return” or “Sign 8879 Form” to clients and team members with automatic reminders so you can track and complete your to-do quickly in one place without the need to continuously follow up.

Find Everything Fast

Find channels, people, messages, files, and actions in seconds. Never waste time searching for emails, lost files or forgotten details again. Everything is just a click away.

Create Tax and Audit Notebooks

Easily share key information like estimated tax payments, financial goals, and form due dates with a built-in wiki for easy reference.

Works with Email

Clients can receive and reply to your messages through email. They don’t need an AirSend account.

Growing your accounting business doesn’t have to be complicated. AirSend helps you simplify your work so that you can focus on what’s important.

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How can AirSend help you grow your accounting business?

As an accountant, you organize mountains of details and papers so that you can do what you do best — help your clients establish a firm financial foundation for the future. But searching for conversations or documents can become frustrating roadblocks to productivity, especially during tax season.

So how do you grow your accounting business while keeping you and your clients sane? AirSend can help.

AirSend lets you share files, send messages, have voice and video calls, complete tasks, and get work done in one space.

  • Stop wasting precious time looking for receipts, forms, and important information with a powerful file management system and searchable archive of all your conversations.
  • Get a clear view of your entire business, including new messages from clients, open tasks, and tax return statuses all in one place.
  • Collaborate with your clients and accounting team with easy file sharing, messaging, calling, and action assignments and tracking.

Connect from anywhere

AirSend is available across all your devices: web, desktop, and mobile.
Connect and get work done from your office, home, and on the go.

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Have conversations, voice/video calls, share files, complete tasks, and get work done in one space.

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