Surge by Thrive

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Simplify Scheduling, Collect Documents, and Streamline Client Communication

Accounting Marketing & Automation Software

For accountants and bookkeepers, efficiency means everything.Surge by Thrivehelps you simplify scheduling, gather financial documents with custom forms, and keep clients organized with automated reminders— all from one secure, easy-to-use platform.

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The Challenges Accountants & Bookkeepers Face

Managing client work isn’t just about crunching numbers. Missed calls or slow responsesoften result in lost opportunities, especially during tax seasonwhen clients are comparing firms. Manual scheduling creates bottlenecks, leaving some slots empty while others get double-booked.

Collecting financial documents adds another layer of stress.Chasing down tax forms, receipts, and signatureswastes hours of valuable time. Without automation, firms spend too much energy on admininstead of delivering client services.

How Surge Helps Accounting Firms Grow

Surge makes it easier to keep appointments fulland gather the right documents upfront. From simple scheduling toolsto secure intake forms and reminders, you’ll save hours while improving the client experience.

With Surge, you can:

  • Simplify client booking with Appointment Scheduling that syncs automatically
  • Collect tax documents and forms securely using Custom Forms and Surveys & Document Signing
  • Send reminders automatically so clients stay on top of deadlines
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Why Accountants & Bookkeepers Choose Surge

Surge is designed for financial professionals who want tools that reduce complexity and save time.It’s affordable compared to adding more admin staff, scales with your client base, and works seamlessly across desktop, tablet, or mobile.

Onboarding is fast too:we’ll set up your scheduling system, forms, and reminders so you’re ready in days.

Real Outcomes for Accounting Firms

Firms using Surge see smoother workflowsand more reliable client communication.

  • Fuller calendars with clients booking online anytime
  • Faster document collection through secure digital forms
  • Fewer missed deadlines thanks to automated reminders
  • 10+ hours saved weekly by reducing manual scheduling and follow-up

With Surge, accountants and bookkeepers can streamline admin tasks, focus on client service, and keep their practice running efficiently year-round.

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Join 2,300 + Surge by Thrive Customers!

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Christian Kuzdub
Kuzdub HVAC Solutions
Surge by Thrive

I would give Surge by Thrive a 5 out of 5 stars! It's extremely easy to use even if you're not tech-savvy, it's effective and I highly recommend it!

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Janiece Nicolette
Komo Roofing
Surge by Thrive

I have used different marketing automation platforms and this is now the best one I can recommend for beginners and SME.

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Make sales on the go with our mobile app.

  • Get real-time notifications straight to your phone
  • Chat with your clients & leads right from the app

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