Client emails answered in your firm’s voice
A client writes in. A reply is drafted the way you write, with your checklist attached, and waits for your OK.
Sample data
Six examples of what I set up for chartered accountancy firms, using your own templates, checklists and tone. Press play on any of them.
A client writes in. A reply is drafted the way you write, with your checklist attached, and waits for your OK.
Missing Form 16s and bank statements are chased on WhatsApp and email. Your sheet updates itself as they arrive.
Free slots come straight from your calendar. The client picks one; the invite and reminder go out.
Type a client, a service and a fee. Your letterhead, wording and terms are filled in for you. Try it.
GST, TDS and advance-tax dates are tracked per client, and gentle reminders go out before the rush.
What came in, what was answered, what is still missing, and who needs a call from you.
In 20 minutes we look at how client emails, documents and deadlines move through your firm today, and I show you where this saves you the most time. No slides, no obligation.