Accounting firms
New client onboarder
Sends your engagement letter, chases the signature, sets the client up in Karbon and asks for documents.
Common
For accounting and bookkeeping firms
Document chaser
Chases clients for the documents you still need, through your TaxDome portal, until they are in.
- TaxDome
- Gmail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
6 steps, the same way every time, and one place where he asks you first.
- StartsEvery Tuesday and Friday at 9:00
- 1List each client's missing documents in TaxDomeTaxDome
- 2File documents clients emailed you into their folderGmail
- 3Write a short reminder listing what is still missing
- 4Ask you first before sending the remindersHe asks you first
- 5Send them through your TaxDome client portalTaxDome
- 6Text you who is still missing what
- What you getClients reminded twice a week, documents filed where you work, and one list of what is still out.
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
Client inbox keeper
Sorts client emails into Karbon, answers status and upload questions, and leaves tax questions to you.
Accounting firms
Late invoice chaser
Reminds clients about unpaid fees in QuickBooks or Xero, politely, and tells you who paid.
Accounting firms
Transaction categorizer
Categorizes clients' bank transactions by your rules and asks them about the ones he cannot place.