Accounting · Worked example

Year-end document chaser for accountants

Follows up clients for missing year-end records by email, text and a friendly call, and tells the team who is ready to start.

OutboundEmailSMS IntegrationsSummariesHuman handoff

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The problem

Year-end jobs stall because clients haven't sent their bank statements, receipts or loan letters. Chasing them is repetitive and nobody enjoys doing it.

How it works

Reads the outstanding items list for each job in the practice management system
Emails each client a short, specific list of what is still missing
Sends a text reminder a few days later, then makes a polite call if still nothing
Marks items received as documents arrive in the portal
Sends the manager a weekly list of jobs that are ready to start and those still stuck

What it connects to

Practice management system
Client document portal
Email
SMS

Sample email thread

AgentHi, this is the team at your accountants. We're still waiting on two things for your year-end: the March bank statement and the loan interest letter. Have you had a chance to find them?
ClientOh, I thought I sent the bank statements.
AgentWe have April to February, it's just March missing. I'll text you the upload link now so you can drop it straight in.
ClientPerfect, I'll do it tonight.
AgentThanks. Once both are in, your accountant can start on your return straight away.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.
Summaries. Every conversation ends with a written summary, a transcript and the next step.
Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.