Customer Communications

We know the important role you play with your small business clients, which is why we’ve designed our customer communications to create a simple, dependable, and seamless experience for all parties involved.

Below are some of the key communications we send to customers throughout the year so you have a heads up on what your clients will be seeing and what messages you’ll be copied on.

If you have questions about the timing of any of the emails sent to customers, please connect with your designated partner success manager.