The problem
Sound familiar?
- Clients missing tax deadlines because they weren't reminded
- Chasing clients for missing documents at the last minute
- No system for proactive client communication outside busy season
- Spending time on reminders instead of actual accounting work
How WASchedule helps
What accountants schedule
Tax deadline reminders
Schedule reminders 30, 14, and 3 days before each client's filing deadline. Clients arrive prepared, you avoid the last-minute scramble.
Document collection follow-ups
After requesting documents, schedule a follow-up for day 3 and day 7. Passive waiting becomes active collection.
Quarterly check-ins
Send a brief check-in at the start of each quarter asking if anything has changed in the client's situation. Proactive service that clients notice.
Year-end preparation messages
In November, schedule a year-end preparation message to every client with a checklist of what to gather. Smoother January for everyone.
"My clients used to miss deadlines constantly. Now they get three reminders and arrive with everything ready."
— Chartered accountant, ManchesterStart scheduling today
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