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Your No-code and AI Automation PartnerAutomate Document Collection for Clients
Effortlessly manage overdue client document submissions during tax season. Automate reminders, escalate delays, and apply rush fees with seamless integration using Xero, QuickBooks, and Airtable.
When a client misses initial document deadline
1. Trigger Document Collection
Kickstart automation when deadline is missed.
Send a document checklist email
2. Document Checklist Email
Email a checklist with document upload links.
Track document submission progress
3. Track Submission Progress
Monitor uploaded documents in real-time.
After 7 days, check missing documents
4. Check Missing Documents
Identify missing documents post 7-day window.
Send personalized reminder email
5. Reminder for Missing Documents
Send reminder to clients for missing docs.
Notify accountant of delays
6. Notify Accountant
Alert accountant about client delays.
Apply rush-processing fee
7. Apply Rush Fee
Add fee to client invoice for late submission.
Trigger tax draft email for review
8. Send Tax Draft Email
Email tax draft to client for final review.
- Repeat -
Automation Benefits
Automation Benefits
Discover the remarkable benefits of automating document submissions.
Time Savings
Free up time by automating follow-ups.
Improved Client Accountability
Encourage timely submissions through accountability.
Enhanced Accuracy
Reduce errors with a systematic document collection process.
Cost Efficiency
Avoid costs of last-minute work with early submissions.
Stress Reduction
Alleviate stress by automating mundane tasks.
Seamless Integration
Benefit from integration with existing tools.
Features
Key Features
Leverage these powerful features to streamline your accounting process.
- 1Progress Monitoring
Stay updated on document submissions in real-time.
- 2Automated Reminders
Personalized reminders ensure timely client submissions.
- 3Escalation Alerts
Automate accountant notifications for unresolved delays.
Outcomes
Expected Outcomes
Experience transformative outcomes by implementing this automation.
80%
Enhanced Efficiency
70%
Increased Client Compliance
50%
Reduced Last-Minute Filing
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FAQ
Frequently Asked Questions
Addressing your questions about the automation process.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.