Documents arrive through every channel.
Email, upload portals and separate messages: someone first has to find out what has arrived for each file.
How we address thisAccounting & advisory
More room for advice.Less chasing client files.
Your expertise is advice, not finding missing attachments. We connect client submissions, file status and follow-up tasks so your practice knows what is ready and what needs attention.
Free workflow scan · 30 minutes · no obligation
YOUR EVERYDAY WORK
Separate steps. One connected workflow.
- Visibility per client file
- Targeted document follow-up
- Final review stays with you
SOUND FAMILIAR?
Your people work hard. Your process gets in their way.
Three bottlenecks to explore together. We start where it matters most to your team.
Every deadline starts with the same reminders.
Staff repeatedly send lists of missing documents. Replies and uploads then need linking to the right task.
How we address thisOne colleague holds the file status.
When someone is away, it is unclear what has been reviewed, who owns the next step and which questions remain open.
How we address thisFROM BOTTLENECK TO SOLUTION
Here is what we can build for you.
No extra tool without a purpose. Every solution starts with a specific step in your working day.
01 / THE BOTTLENECK
Documents arrive through every channel.
OUR SOLUTION
A client portal with clear submissions
Link files to the correct client and period. Show what is missing and give clients one place for documents and questions.
02 / THE BOTTLENECK
Every deadline starts with the same reminders.
OUR SOLUTION
Reminders that follow file status
Prepare targeted reminders based on missing documents. Stop follow-up when the task is complete and leave exceptions with the team.
03 / THE BOTTLENECK
One colleague holds the file status.
OUR SOLUTION
A shared work queue with checkpoints
Show the owner, deadline and next action. AI can suggest extracted document details; an authorised person reviews them before further processing.
HOW IT CAN WORK TOGETHER
One workflow. From arrival to completion.
One possible setup. We tailor the exact steps and checks to your organisation.
- 01
Receive submissions
Documents are linked to client and period.
- 02
Check completeness
The agreed checklist identifies missing documents.
- 03
Follow up precisely
A reminder or task reaches the right person.
- 04
Professional review
Your team member reviews the file and decides the next step.
START WITH YOUR EXISTING SOFTWARE
Connect where possible. Build where needed.
Advice, tax interpretation and final review remain with the qualified professional. Access, retention and handling of confidential documents are agreed with your responsible person in advance.
- Accounting software
- Document management
- Practice scheduling
- CRM / client portal
PROGRESS YOU CAN TRACK
What do we measure together?
We record the starting point and compare the same workflow after the pilot. These are measures, not promised results.
Time spent following up
Minutes per file spent finding and requesting documents.
Completeness at submission
The share of files with all agreed documents at the first checkpoint.
Time to review
From receiving documents to a file ready for professional review.
START SMALL. IMPROVE WITH PURPOSE.
From first conversation to working software.
- 01
We explore one workflow
During the free workflow scan, we discuss your bottleneck, current tools and the people involved.
- 02
You decide based on a proposal
You receive a scoped approach with functionality, timeline and price. We build only after approval.
- 03
Your team tests. Then we build further.
We test with the people who will use it, support the transition and agree on ongoing support.
Does this replace our accounting software?
We usually look for the missing connection between your current tools. A portal or file workflow can sit alongside them, depending on available APIs and permissions.
Does AI take over professional judgement?
No. AI can classify documents or suggest data. Tax interpretation, advice and final approval remain with your qualified staff.
What does a solution for our organisation cost?
That depends on the workflow, integrations, users and any migration. After discussion, you receive a scoped quotation. The workflow scan is free; development starts only with your approval.
Do we need to change the whole business at once?
No. We select one workflow, team or location for the first version. We agree on test criteria and measures before deciding whether to expand.
TELL US WHERE THINGS GET STUCK
What is holding your files up?
Briefly describe your challenge. We will get in touch personally to arrange your free workflow scan. No mailing list, just a conversation about your workflow.
30 min
Your workflow. Our full attention.
Discuss one bottleneck. Explore feasibility. Choose a next step together.
Free and without obligation. Development only after discussion, quotation and your approval.
[email protected]Accounting & advisory