Accounting practices spend weeks asking clients for the same files. A structured request flow and automatic extraction remove most of it.
Ask once, with a checklist
Send each client a request listing exactly what is needed, with due dates and reminders. A specific list gets answered faster than a general email.
Extract, then validate
Reading invoices and statements is the easy part. The value is in schema checks and confidence scores that route doubtful items to a person before they reach the return.
Keep clients in a portal
A portal gives clients a status view and gives the firm a record of who sent what and when, which is useful in any later dispute.
Working through this in your organisation?
Talk to the team behind our Accounting Automation practice about what a practical first step looks like for you.