Reminders for missing client papers
See which papers each client still owes, and get a reminder drafted that lists only what's missing.
What changes
Today
Someone checks each client's folder by hand, works out what's missing and writes the nudge. Reminders go out late or not at all.
With the automation
The automation compares each client's checklist with what has arrived and drafts a reminder naming only the missing papers. When a file lands, the checklist updates.
How it works
- Each client has a checklist of the papers you need from them.
- The automation checks the shared folder and inbox for what has arrived.
- It drafts a reminder that lists only what is still missing.
- An accountant approves the reminder and it goes to the client.
Keep looking
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Safe login handover from clients
Clients hand over logins and keys through a one-time link, never by email or chat.
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Next step
Seen one you want?We'll build it around your team.
Book a 30-minute call. We look at how your team works, pick where an agent helps first, and build it. You own what we build.
- Automations deployed
- 100+
- Live clients in
- AU / SG / VN / ID
- Kickoff to live
- 2 to 4 weeks
- Code and data
- Yours
You own everything we build. No lock-in.
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