Campaign Manager for Legal Obligations in Consultants, SMEs and Self-Employed

Use our intuitive tools to create targeted tax reminder and notification campaigns.

Access templates designed for various legal obligations such as income tax and corporate tax.

Set up and automate communications based on specific events or key dates to ensure your clients are always up to date with their obligations.

Send automatic reminders to your clients about filing income taxes, including links to review and accept tax data downloaded from the AEAT.

Allow your clients to review and approve tax return information directly from email, facilitating the confirmation process.

Monitor your clients' responses and manage the status of each campaign, from pending to confirmed or rejected, to ensure proper follow-up.

Segment your client database based on criteria such as tax type, due date, and more.

Create campaigns targeting the submission of annual summaries, reminding your clients of the necessary documentation and deadlines for their submission.

Set up specific campaigns for quarterly tax filing, ensuring your clients receive reminders and updates about their tax obligations.

Integrate Campaign Manager with Quantum CRM for a complete view of your client relationships and better campaign customization.

Automate invoicing and collections related to your campaigns directly from Quantum.

Use the document management system to organize and access all materials related to your campaigns safely and efficiently.

Protect your campaign information with data encryption and secure access policies.

Work collaboratively with your team on a single platform, sharing information and updates instantly.

Access Quantum from anywhere and on any device, ensuring you always have access to the information you need.