Accounting
The Accounting Firm Automation Playbook
Overview
Accounting firms lose significant staff time to document chasing, manual data entry, and repetitive client communication. This playbook covers the automation sequence that eliminates these bottlenecks for GTA accounting practices.
1
Phase 1: New Client Onboarding
- Automate engagement letter delivery and e-signature collection
- Configure CRM record creation from onboarding form responses
- Set up service scope confirmation and fee agreement delivery
- Build welcome sequence with preparation instructions
2
Phase 2: Document Collection Automation
- Create document request checklists specific to service type (T1, T2, bookkeeping, etc.)
- Configure automated reminders every 48 hours for outstanding documents
- Set up document receipt confirmation and file organization
- Build escalation logic for overdue document requests
3
Phase 3: Workflow and Task Management
- Configure automatic task creation when new engagements are confirmed
- Set up staff assignment based on service type and capacity
- Build deadline tracking with internal alerts
- Create client status update notifications at key milestones
4
Phase 4: Invoicing and Payment Automation
- Configure automatic invoice generation upon engagement completion
- Set up payment reminder sequences (7 days, 14 days, 30 days)
- Build overdue invoice escalation logic
- Create payment confirmation and receipt delivery
Implement This Playbook for Your Business
Book a free 15-minute introductory session. We’ll discuss your business, understand your workflow challenges, and explore where AI automation could save your team time.
Book Free Introductory Session