Paid for means yours
Once it's paid for, the code is yours, documented and handed over. No lock-in.
Stop chasing clients for documents.
Document collection automation stops your team from chasing clients for documents. We automate the requests, reminders, and filing for the slips, statements, and receipts you wait on every month and every tax season. Reminders stop the moment documents arrive, and your team sees what's still outstanding.
Before and after
Sound familiar?
This is what the work usually looks like before it's automated. Flip the switch to see what changes.
Your team's week
3 tasks done by handRunning on its own- Writing the same 'just following up' email for the third timeDone by hand, every weekA checklist per clientManualAutomated
- Tracking who has sent what in a spreadsheet or someone's inboxDone by hand, every weekRequests in your firm's nameManualAutomated
- Downloading attachments and filing them into the right client folder by handDone by hand, every weekReminders that stop on their ownManualAutomated
How we automate it
Built on the tools you already use.
Four steps that run on their own once we set them up. Your team stays in charge of review.
- Xero
- Shared folder
- Tracker
- Client checklistXero
A checklist per client
We set up a list of what each client owes you, based on the work you do for them.
- Request sentEmail
Requests in your firm's name
Clients get a clear request with an upload link, sent from your firm.
- Upload receivedShared folder
Reminders that stop on their own
Follow-ups go out on the schedule you choose and stop the moment documents arrive.
- Tracker updatedTracker
Filed and flagged
Uploads land in the right client folder and your team sees what's still outstanding.
Ownership and data
The fine print, in large print.
The questions partners ask before anything else, answered up front.
Self-hosting in Canada
Want more control over your data? We can self-host your automations on AWS servers in Canada.
Your books stay put
We work on top of QuickBooks Online or Xero. Nothing to migrate.
Common questions
Do clients need a new login?
Not necessarily, because we can use a simple upload link, so clients send documents without creating an account. If your firm already has a client portal, we can usually work with it instead. We'll pick the right option on the free time audit, based on how your clients send documents today.
Can reminders sound like us?
Yes, we write the messages with you, in your voice, and you approve them before anything goes out. Requests and reminders go out in your firm's name, so clients hear from your firm, not from a tool. You choose how often reminders go out and when they stop.
What happens when a client never replies?
Automation won't fix a client who never replies, but it will ask them every time, on schedule. After the last reminder, the client stays on your team's list of what's still outstanding, so someone can pick up the phone. Your team decides how many reminders go out.
Free · 30 minutes · No obligation
Find out where the hours go.
Book a free 30-minute time audit. Ekamjot will walk through your week with you and point out what could run on its own.