Why Dubsado is perfect for

Bookkeepers & Accountants

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

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?

"I love the custom statuses within Dubsado. I am able to see who are on-going clients, tax clients, and leads to follow up on! This allows me to prioritize my work and answer client inquiries more efficiently."

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

Seamlessly set new projects in motion

Bring in new clients quickly and easily with reusable templates for lead capture forms, questionnaires, proposals, and contracts—plus automated onboarding so no leads slip away.

Automate your busywork and focus on client work

Take repetitive tasks off your plate and keep projects on track with automated workflows, recurring payments, confirmation emails, payment reminders, and more.

Deliver a polished, branded experience

Ensure that everything your client sees reflects you—without designing assets from scratch. Your forms, documents, communications, and client portal highlight your brand, not ours.

Stay organized and aligned with clients

Set expectations and anticipate client needs with clear communications, centralized documents and project timelines, and easy collaboration through the client portal.

FAQs

  • Which plan is best for you depends on where you are on your journey. Diving headfirst into complex business management tools can be a daunting task, so if you’re just starting out, the Starter plan is for you. You’ll get access to things like form creation tools, invoicing, canned emails, and client portals, all in one simple package. It’s a whole lot of bang for your buck, as the kids say. They still say that, right?

    The Premier plan is for business owners who need to streamline their process. Being busy is a great problem to have, but it can quickly get overwhelming. With advanced features like scheduling templates, automated workflows, and bookkeeping integration, rest assured that you can take your hands off of the steering wheel when you need to, and your business will keep moving.

  • There's no time limit on our trial and you'll be able to book up to 3 clients before subscribing.

    What's most important to us is that you feel comfortable getting to know Dubsado and can truly see if we're the best fit for your business, without a pressure-filled time limit. After all, you’re trusting us to help you manage and grow your business and that's not something we take lightly.

    Start your free trial today and give all of our features a spin.
    *No credit card info required

  • Yes! You can collaborate with others in your industry in our Facebook Community once you set up a trial account.

    We also have our YouTube channel that is full of educational content from our team and real Dubsado users.

  • Our in-house Customer Care team is always here to help. You can chat us using the little chat bubble at the bottom right of this page or you can email us, hello@dubsado.com

Stop drowning in admin and start growing your business

Running projects without a system? You know the drill: details slip through cracks, payments need chasing, and you're stuck rebuilding processes from scratch. Break the cycle of busy work and give your business room to grow.