Receipt Bank Users Can Now Text New Clients an Invite

Bookkeeping automation software Receipt Bank has introduced an SMS invite feature.

This feature is also available to small businesses adding new team members within their own organizations.

With SMS invite, accountants and bookkeepers invite new clients to use the Receipt Bank app by text message. Receipt Bank claims client set up time can be reduced to two minutes with this new feature.

“As the accounting industry moves towards a cloud-based future, client experience, rather than technology, will be the key differentiator in the market,” said Receipt Bank CEO Alexis Prenn in a statement. “Inviting clients by SMS makes the process faster, simpler and more seamless for your clients. It also reduces the time spent onboarding and frees up accountants and bookkeepers to offer more valuable services.”

When adding new users, accountants, bookkeepers or admin users can check the SMS invite box. The new user will then receive an SMS with a download link that will take them straight to the appropriate app store for their device. When they download the app, their login details will be pre-populated, and they will just have to create a password.


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