AI by industry · Accounting firms
Document chasing for accounting firms, automated
Chasing is the biggest unpaid job in an accounting firm. AI can keep a list of what each client still owes, send a specific reminder in your voice, escalate quietly when a deadline nears, and tell you who is still stuck. You stop asking “has anyone heard from the Garcias” because the list already knows.
Map your firm: see what could run on its own
Enter your website. The Brain reads it and shows every step of your accounting firm that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Remind with specifics
“We still need your documents” is easy to ignore. “We are missing the mortgage interest statement and your second brokerage form” is easy to act on.
Keep a record of every request and when it went out. If a client says they never got it, you can show the date and resend in one click.
Time it to the calendar
Reminders can follow your own schedule: first request in January, a second after mid-February, a warning before the extension decision. Quiet clients get a phone call task, not another email.
A friendly tone works better than a stern one. Save the formal language for the engagement letter and the final notice.
Beyond tax season
The same approach covers quarterly estimates, year-end planning invitations, and unpaid invoices. You decide which messages can go automatically and which you read first.
Include a clear way to answer: a secure upload link, a phone number, or a button that says “I do not have this.” That last one can save you a week.
Picture this
Examples of what it can look like in a accounting firm. Illustrations, not clients.
A client is missing one form. He gets a reminder that names it and links to the upload page.
Ten days before the extension deadline, a list of unresponsive clients appears with a suggested call for each.
In June, clients with estimated payments due get a short reminder with the amounts you already calculated.
Map your firm in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your accounting firm that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Questions
Can reminders go out without my review?
You choose. Many firms approve the templates once and review only unusual cases.
Will it annoy clients?
Not if it is specific and spaced out. Most people want the list.
How should clients send documents securely?
Use a client portal or secure upload that your firm has chosen, not plain email attachments. Tell clients exactly where to send things in each reminder.
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