Accounting firms
Seasonal hiring helper
Sorts applicants for tax season roles by your must-haves, books the interviews you choose, sets up hires.
Rare
For accounting and bookkeeping firms
Client newsletter writer
Writes your monthly client newsletter with key dates and firm news from your notes, and sends it in Mailchimp.
- Mailchimp
- Any website
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 month on the 1st at 9:00
- 1Pull this month's due dates from the IRS calendarAny website
- 2Write it from your notes, with no tax advice of his own
- 3Build it in Mailchimp with your logoMailchimp
- 4Ask you first before sendingHe asks you first
- 5Send it to your client listMailchimp
- 6Post a short version on LinkedInLinkedIn
- 7Text you when it went out
- What you getA monthly newsletter in your name with key dates and your news, sent only after you read it.
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
Document chaser
Chases clients for the documents you still need, through your TaxDome portal, until they are in.
Accounting firms
New client onboarder
Sends your engagement letter, chases the signature, sets the client up in Karbon and asks for documents.
Accounting firms
Client inbox keeper
Sorts client emails into Karbon, answers status and upload questions, and leaves tax questions to you.