Accounting and bookkeeping firms
Spend less time chasing clients for receipts.
We build the system that asks your clients for what's missing, follows up, and shows your team what's still outstanding. Then we train your people to use it.
What we usually take on
These are examples, not a fixed menu.
Chasing documents
Ask clients for missing receipts and documents, follow up on a schedule, and show your team what's still outstanding.
Client onboarding
Collect a new client's details and documents once and put them where your team needs them.
Data entry
Move figures and details between your practice software, spreadsheets and email without retyping.
Deadline reminders
Send clients reminders ahead of filing deadlines.
Work tracking
Keep a simple tracker of where each client's work is and who has it.
Your clients' information
You hold sensitive financial information about your clients. Everything we build runs in your own accounts, we only access what we need, and we agree data terms with you in writing before we start.
How we work
We follow the same four steps for everyone: discover, build, train, support.