Automation for Accountants: Cutting the Admin Around Onboarding and Document Chasing
Less time spent chasing documents and repeating onboarding steps by hand, so deadline season doesn't run the whole practice.
The admin that piles up every deadline season
Built around your practice, not a template
Every engagement starts with a free audit of how your practice currently handles onboarding and document chasing, so what gets built solves your actual bottleneck, not a generic accountancy checklist.
Free audit first
We map your onboarding and document chasing before recommending anything.
Built on Microsoft 365
Most practices already run on it, so it's usually the fastest place to start.
Managed year-round
We adjust it as busy periods and client volume change through the year.
Our simple 3-step process
Done-for-you from start to finish.
We review your process
We look at how onboarding and document chasing currently work and where time is lost.
We build it for you
Reminders, checklists and chasing sequences set up inside the systems you already use.
We keep it running
We manage and adjust it as your practice's needs change through the year.
Before you get in touch
Can this chase clients for documents automatically?
Yes, reminder and chasing sequences are one of the most common things we build for accountancy practices during the audit.
Does it work with our existing practice management software?
Often, yes. We look at what you already use during the audit and build around it rather than asking you to switch systems.
Is client data handled securely?
Everything we build sits inside your existing Microsoft 365 environment, using the security setup you already have, rather than a separate third-party tool.
Can this help specifically during busy periods like January?
Yes. Automations that handle chasing and reminders keep working at busy-period volume without needing extra temporary staff.
See what's worth automating in your practice
Free audit, no obligation. We'll tell you what we'd fix first.
Get My Free Audit