Industries
Accounting and bookkeeping firms
Busy season goes to chasing documents, answering the same client questions and tracking deadlines.
Typical work
What is often still done by hand.
These come up again and again in this kind of business. Every business does them its own way, so the conversation starts with how yours does them.
- Document collection. Each client's missing documents listed and chased until they arrive.
- Client questions. Routine questions answered from the client's own records, and anything else passed to a person.
- Deadline tracking. Every filing and engagement deadline tracked across the client list.
- Engagement letters. Letters prepared from the client's details and tracked until signed.
Any of these can become a module: an application that does the work on its own, reached through the same chat box as everything else your business runs on. Money moves only when a person says yes.
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In chat, with no login and no sales call. A written brief follows within two business days.
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