Example buildAccountingAutomation
Example build: a client portal that chases documents for an accounting firm
What we would build for a practice that spends hours every month chasing receipts: a client portal with automatic document reminders, a deadline calendar and proposals signed online.
Example build. This shows what we'd build for accounting, using sample data from our live demo. It isn't a client result, and the business name is made up.
What it does
Automaticdocument reminders until every file is in
1deadline calendar for the whole team
Onlineproposals and engagement letters, signed in minutes
01
The business
A practice with a few hundred clients tracks deadlines in a spreadsheet and requests documents by email. Onboarding a new client means a proposal in Word, an engagement letter by email and a lot of back and forth.
02
The loophole
Hours go into asking clients for the same statements every month. Deadlines are easy to miss when they live in a sheet, and work outside each client's package gets done but never billed.
03
What we would build
- A client portal where clients upload documents, with automatic reminders for anything missing
- A filing and deadline calendar with alerts for the team and the client
- Proposals and engagement letters signed online
- Recurring billing, and work tracked against what each client pays for
- Workload by team member
04
Before and after
BeforeAfter
Receipts chased by emailReminders until the portal is complete
Deadlines in a spreadsheetA shared deadline calendar with alerts
Extra work never billedWork tracked against each package
05
What it runs on
Custom PHP dashboardMySQLClient portalE-signatureZeptoMailXero or QuickBooks API
