Systems for accountants that chase so you do not have to.
Client onboarding that runs itself, deadlines tracked across every client, and records chased automatically so nothing slips and no one spends the day on email.
The practice tax: chasing
Onboarding each new client by hand. Tracking dozens of deadlines across dozens of clients. Chasing records that arrive late, by email, one reminder at a time. It is the work that fills a practice's week and adds nothing a system could not do better.
What we build for accountants
- Client onboarding sequences that collect everything up front
- A single view of every client deadline and its status
- Automated, escalating chasers for missing records
- Document collection portals so clients self-serve
- Capacity and workflow reporting across the team
Quiet weeks instead of crunch
When chasing and onboarding run automatically, deadline season stops being a scramble. The team works on the accounts, not the admin around them.
Example system
What it looks like in practice.
Onboarding that collects everything up front, deadlines tracked across every client, and missing records chased automatically.
FAQ
Common questions.
Can it chase clients for records automatically?
Yes. Automated, escalating reminders for missing records are one of the most requested builds, and they free up real time.
Does it track deadlines across all clients?
Yes, in one view with status, so nothing slips through and crunch periods are calmer.
Does it work with our existing software?
Usually. We connect to your tools and add the onboarding, chasing and tracking around them.
Related
Keep exploring.
Contact
Tell us where your accountant business leaks time.
A short call, an honest read on whether a system is worth it for you, and a fixed quote if it is.