Stop chasing clients for documents
How an accounting firm can collect the right documents from every client on time, with automatic reminders, instead of chasing by email and phone every deadline.
The system, in one picture
Clients upload, the system checks the list and chases what is missing.
The problem, and the fix
What goes wrong in a normal week, next to what changes once the flow is in place.
PROBLEM
Clients send documents by email, WhatsApp and paper, in no particular order.
SOLUTION
One secure upload link with a checklist, so every file lands in the right place.
PROBLEM
Someone on the team chases each client by hand, again and again.
SOLUTION
Reminders go out on a schedule and get firmer as the deadline gets closer.
PROBLEM
Nobody has a clear view of which files are ready.
SOLUTION
A status board shows each client as complete, partial or waiting.
What you lose today, what you win
The same business, before and after the flow runs on its own.
- Time
TODAYWeeks of chasing before each deadline
WITH THE SYSTEMReminders are handled for you.
- Cost
TODAYStaff hours spent on admin instead of billable work
WITH THE SYSTEMThose hours go to client work.
- Energy
TODAYThe stress of last minute rushes
WITH THE SYSTEMWork is spread across the weeks before the deadline.
- Revenue
TODAYCapacity wasted waiting for missing documents
WITH THE SYSTEMMore files completed with the same team.
- Peace of mind
TODAYNever sure whether a file is complete
WITH THE SYSTEMOne view of every client's status.
- Control
TODAYEach accountant chases in a different way
WITH THE SYSTEMEvery client gets the same clear process.
- Growth
TODAYMore clients means more chasing
WITH THE SYSTEMMore clients without more chasers.
- Operational chaos
TODAYDocuments scattered across inboxes and apps
WITH THE SYSTEMOne folder per client with everything inside.
How we put it in place
Step by step, with the average time each part takes.
- 1
Define the document checklist per client type
- 2
Secure upload link per client
- 3
Sort and file documents automatically
- 4
Reminders that escalate toward the deadline
- 5
Status board for the team
- 6
Test with a few clients and go live
Ready to Start?
Let discuss how can we bring your vision to life.
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