Accounting firms
Document chaser
Chases clients for the documents you still need, through your TaxDome portal, until they are in.
Rare
For accounting and bookkeeping firms
Seasonal hiring helper
Sorts applicants for tax season roles by your must-haves, books the interviews you choose, sets up hires.
- Calendly
- Gmail
- Gusto
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 weekday at 8:00
- 1Read new applicants for your open roles on LinkedInLinkedIn
- 2Mark which of your must-haves each one meets
- 3Ask you first which ones to inviteHe asks you first
- 4Send your invite with your Calendly linkGmail
- 5See who booked a time on your CalendlyCalendly
- 6Add the people you hire to Gusto for onboardingGusto
- 7Text you the week's interviews
- What you getApplicants sorted by your own must-haves, interviews with the ones you chose, and new hires set up in Gusto.
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
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.
Accounting firms
Late invoice chaser
Reminds clients about unpaid fees in QuickBooks or Xero, politely, and tells you who paid.