Client Document Request & Reminder Loop
A done-for-you professional services automation built for the Client Relations Coordinator, connecting Mailchimp so the work below happens on its own.
What this automation does, step by step
At tax season or the start of any engagement requiring client documents, this automation automatically sends a checklist of exactly what's needed along with a secure upload portal link, and automatically reminds any client who hasn't uploaded everything on a set schedule, typically every 5-7 days.
The accountant sees a live dashboard of who's ready and who isn't instead of tracking document status in a spreadsheet that's out of date by the time anyone looks at it.
- SmartVault or Karbon
- Zapier or Make.com
- Mailchimp or email
- A secure client portal
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means a client relations coordinator re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. It's the kind of work that quietly eats hours every week.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
Often built alongside this one
Tax Season Document Collection & Deadline Tracker
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Audit Preparation Checklist Automation
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