Accounting firms
Late invoice chaser
Reminds clients about unpaid fees in QuickBooks or Xero, politely, and tells you who paid.
Rare
For accounting and bookkeeping firms
Client inbox keeper
Sorts client emails into Karbon, answers status and upload questions, and leaves tax questions to you.
- Karbon
- Gmail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery hour
- 1Read new client emails in your Karbon triageKarbon
- 2Attach each one to the right client and work itemKarbon
- 3Draft replies on status, due dates and where to upload
- 4Leave every tax question for you to answer
- 5Ask you first before sending the repliesHe asks you first
- 6Send the replies from KarbonKarbon
- 7Text you the questions only you can answer
- What you getA sorted triage inbox, routine client questions answered, and every tax question waiting for you.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for accounting and bookkeeping firms
Accounting firms
Transaction categorizer
Categorizes clients' bank transactions by your rules and asks them about the ones he cannot place.
Accounting firms
Review request sender
Asks every client for a Google review when their work is done and answers new reviews in your voice.
Accounting firms
Client meeting booker
Books review meetings when a client's work is ready, with your Calendly link and a reminder the day before.