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WORKFLOW AND CRM AUTOMATION FOR ACCOUNTANTS

Workflow Automation for Accountants

Onboarding, bookings and follow ups that run themselves, built around the software your practice already uses.

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See how it works for accountants

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Your Software. Your Workflow.

Workflow automation for accountants means the repetitive steps around a client run themselves: onboarding, bookings, reminders and follow ups. Your team keeps the advice. The system does the chasing.

We build it around the software your practice already uses, and pair it with 24/7 AI call answering.

workflow automation for accountants

HOW IT WORKS​

How do accountants automate their CRM?

Start with the moments where work stalls. Each one becomes a workflow that triggers on its own and updates the client record.

Step 1

An enquiry arrives by call, chat or form and is logged to a client record straight away.

Step 3

Appointments are booked directly into your diary, with reminders by text and email.

Step 5

Your team gets a summary and steps in only where a person is needed.

Step 2

A new client is onboarded with the same steps every time: a welcome message, document requests and reminders.

Step 4

Deadline reminders and status updates go out without anyone drafting them.

Automate client onboarding

Onboarding is where chasing eats the most time. Every missing document means another email, another call and another note on the file.

An onboarding workflow sends the request, tracks what has come back and reminds the client about what hasn't. Your team sees the status at a glance.

Paired with an AI receptionist, a new enquiry can move from first call to onboarded client without manual handoffs.

Automated appointment booking for accountants

Clients book by phone, chat or a booking link, and the appointment lands straight in your diary.

Reminders go out by text and email beforehand. Rescheduling happens in the same place, so nobody plays diary tennis.

Out of hours, the booking still gets made. A prospect ringing at 7pm doesn't have to wait until morning.

Deadline reminders that run themselves

Making Tax Digital for Income Tax adds quarterly updates due on 7 August, 7 November, 7 February and 7 May, on top of the January Self Assessment rush.

Each date is a prompt for clients to send their records. An automated reminder sequence nudges them in good time, so your team isn't chasing the week before.

Built around your practice, not a generic template

This isn't a software licence you set up yourself. We configure the workflows, the integrations and the handover rules around how your practice works.

It works alongside the software you already use, such as Xero, IRIS, Karbon or Bright, rather than replacing it.

See how the full build fits together on our AI receptionist for accountants page.

When it's not the right fit

If you have a handful of clients and little admin, a spreadsheet will do. Automation pays back where the same steps repeat across many clients.

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How it works

1. We map how your practice handles enquiries, onboarding and reminders today.

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2. We configure the workflows and connect them to your software.

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3. You test them with your team before anything reaches a client.

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4. We go live, review what's working and refine it.

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Questions Accountants Ask

It's software that runs the repetitive steps around a client automatically, such as onboarding, appointment booking, reminders and follow ups. Each workflow starts on a trigger, like a new enquiry or an approaching deadline, and updates the client record as it goes. Your team handles advice and judgement while the system handles the chasing.