Client reminders that send themselves.
Filing deadlines, missing documents and quarterly check-ins on a schedule, on the channel each client actually reads.
Free for up to 250 contacts. No card needed.
What usually goes wrong
Three problems we hear from finance & accounting teams before they start.
- 01
Chasing documents before a deadline eats the weeks you need for the actual work.
- 02
Clients miss email reminders but answer a text within minutes.
- 03
The quarterly check-in and the newsletter slip whenever the season gets busy.
How PigeonFlow helps
Four things you can set up in the first week, each mapped to a feature that exists today.
Deadline reminders
Schedule reminders ahead of filing dates and send them by email, SMS or WhatsApp depending on the client.
Learn moreDocument requests
A short sequence that asks for what is missing, waits, and follows up on a second channel if nothing arrives.
Learn moreQuarterly check-ins
Segment clients by service or filing type and send the quarterly note to each group on time.
Learn moreClient newsletters
Email updates on rule changes and dates, drafted faster with the AI writer and sent from your own domain.
Learn moreA flow you could build today
Quarterly document request: one trigger, three steps, no code.
- T
Quarter end approaching
Scheduled 3 weeks before the deadline
- 1
Send email
Here is the list of documents we need this quarter
- 2
Wait 5 days
Most clients reply in the first week
- 3
Condition
Documents received?
- Email, SMS and WhatsApp steps in the same flow
- Conditions and delays without code
- Every run and its result in the automation report
Built for more than one kind of business
The same platform, with a page for each way it gets used.