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Post Info TOPIC: Workflow Tools
Pennant


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Workflow Tools
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Getting documents and data from clients is, if I'm not mistaken still the No 1 cause of time wasting in any practice,  what tools and workflow systems are there out there that solves the problem to make things smoother?

 



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Leger


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Hi Wyn

Most of my clients are pretty good in this respect, but I've just started using airtable for my Ltds, to prompt me to send out reminders at 6 months, 4 months and 2 months left to file.  If they don't have the paperwork to me with 1 month still to go, I don't guarantee it'll be filed.

For the SA clients I used Trello last year, all clients on the left hand side and columns set for receiving paperwork, bookkeeping done, prep work done, tax return complete. Reminders sent when I wanted to chase them, which worked quite well.  Again, if accounts not in by 31st December, no guarantee it'll be filed in time.



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John 

 

 

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BudgetB


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You'd be looking at some kind of practice management software. Accountancy Manager can set up automatic reminders to go out at scheduled intervals to clients, and I expect several of the others can also. I use Glide personally, which does have some chasing abilities but not as automated as AM is. If you have everything set up on a purpose built system, or use Trello etc as John has mentioned, then this keeps you on track to send out individual reminders and diary jobs on.  I often find that clients respond better to individualised emails rather than one that they view as a 'catch all'. 



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Jenny

 

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Pennant


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Thank you



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