AI Automation for Accountants
Stop Chasing Clients for Documents
Making Tax Digital adds four quarterly crunch periods to a calendar that's already full. Many clients still aren't digital, and document chasing is the single biggest drain on your week.
I automate the document chasing, deadline reminders, and client onboarding so your practice can focus on advisory work instead of admin.
No obligation, I'll map your workflow and show you what's automatable first. Your client data stays yours: GDPR-compliant opt-in and a full audit trail on every message.
What I Automate for Accountants
Six automations that recover hours every week and handle MTD compliance at scale, chasing, onboarding, and collection, all running for you.
Compliance and Chasing
- ✓ SMS document chasing at 48 hours, 5 days, and 10 days
- ✓ MTD quarterly workflow automation per client
- ✓ Deadline reminders across SA, CT, VAT, CIS, and MTD
- ✓ Year-end document pack requests, personalised per return type
Onboarding and Collection
- ✓ Client onboarding automation with e-signature and AML collection
- ✓ Engagement letters and software setup handled automatically
- ✓ Invoice reminders with a payment link and auto-reconciliation
- ✓ Integration with Xero, QuickBooks Online, FreeAgent, and Sage
What You Get
Six working automations, mapped to your client list and deadlines, with a monthly compliance summary so nothing slips.
SMS Document Chasing
Client hasn't sent their receipts? Automated SMS at 48 hours, 5 days, and 10 days, with a far higher open rate than email. It escalates to you only if they still don't respond after the full sequence.
MTD Quarterly Workflow
Per-client quarterly triggers tied to their specific Making Tax Digital dates: automated checklist generation, document chase sequence, status tracking, and submission reminders.
Client Onboarding
New client to engagement letter (e-signature), AML and KYC collection, software setup instructions, welcome email, and first document request. What takes weeks manually runs in days.
Deadline Reminders
A per-client deadline database with SMS and email reminders at 6 weeks, 4 weeks, 2 weeks, and 1 week. Covers SA, CT, VAT, CIS, and MTD quarterly dates, with escalation if documents aren't received.
Invoice and Payment Collection
Unpaid invoice to a 7-day SMS reminder, a 14-day email with payment link, then a 30-day escalation with a late-payment notice. Automatic reconciliation when payment clears.
Year-End Document Pack
Automated annual request for P60s, bank statements, rental income records, and dividend vouchers. Personalised per client based on their return type, and timed to land in April.
How It Works
Three steps. I map your practice, build the workflows, and tune them every month, you review and approve.
I map your practice
I take your client list, deadlines, and document requirements and map them into per-client workflows tied to the right tax dates.
It chases automatically
Documents get chased, deadlines get flagged, invoices get followed up, and new clients get onboarded, all from your practice number and branding.
You get your time back
Fewer hours on admin, fewer missed deadlines, and capacity for the advisory work that actually grows the practice.
Who built this
Every system, every pipeline, every deliverable, built and maintained by one person.
Credentials
Experience
I built every system behind BrightIQ, from the audit engine to the reporting pipelines. One person, one point of accountability.
Frequently Asked Questions
Is SMS document chasing GDPR compliant?
Yes. SMS chasing uses the legitimate interest basis for existing client communication. I set up proper opt-in during onboarding and include opt-out in every message, with a full audit trail maintained.
Does it integrate with Xero, QuickBooks, or FreeAgent?
Yes. I integrate with Xero, QuickBooks Online, FreeAgent, and Sage. The chasing sequences pull client data from your accounting software so messages are personalised with the right names, deadlines, and document types.
What about clients who don't have smartphones?
SMS works on every phone, smart or not, and it opens far more reliably than email. For the rare client who genuinely can't receive texts, the system falls back to email and flags them for a phone call.
How does it handle MTD quarterly deadlines?
I set up per-client quarterly triggers based on their specific MTD dates. Each client gets automated reminders at 6 weeks, 4 weeks, 2 weeks, and 1 week before their quarterly submission date, with escalation if documents aren't received.
Will clients think it's impersonal?
No. Every message comes from your practice number, uses the client's name, and references their specific documents. Most clients prefer a quick text to being chased by phone, and the tone matches your practice, professional, friendly, not robotic.
How is this different from the reminders built into my accounting software?
Built-in reminders are generic email nudges that clients ignore. This is a multi-channel chase sequence over SMS and email, personalised per client, escalating only when needed, and tied to each client's real deadlines across SA, CT, VAT, CIS, and MTD. It also onboards new clients and reconciles payments, the workflow around the software, not just a single reminder.
Get MTD-Ready Before the Crunch
Book a call and I'll map your current workflow and show you exactly what can be automated before the next quarterly deadline.
Even if we're not the right fit, I'll point you in the right direction, everything runs from your own practice number and branding.