Accounting firm
Every month you chase clients for documents and sort emails by hand.
- Deadline coming
- Client reminder
- Document filed
- Alert if stuck
- What runs on its own
- Reminders go out before each deadline, incoming documents land in the right folder, and you are alerted only when a client stays silent.
- What you get out of it
- Documents come in without manual chasing. Your team only handles the files that are stuck.