01
Re-keying documents
Invoices, receipts, bank statements and forms arriving in eleven different formats, retyped into your
practice software by someone billable. This is the single highest-volume manual task in a small practice
and the easiest to remove.
02
Chasing clients for paperwork
The deadline is fixed, the client is not. Manual reminder emails, manual tracking of who has sent what,
and a spreadsheet nobody trusts.
03
New client onboarding
AML and identity checks, engagement letters, data collection, setting the client up across three systems.
Two or three hours of partner or manager time per client, repeated every time.
04
Answering the same questions
“When is my return due?” “What do you need from me?” “Have you got my receipts?” Asked constantly,
answered manually, never written down anywhere clients can find.
None of this requires a change of practice software. Every automation below sits alongside what you already use.