Automations for accountants
Renewal reminders for accountants
Most accounting firms I talk to mention the same thing: chasing clients for documents eats the week before every deadline. The renewal reminder flow deals with it quietly while you're deep in year-end season. Reminds people before a renewal or recurring visit is due, and books the next step.
What this fixes for accounting firms
Chasing clients for documents eats the week before every deadline. Nobody at a three-person bookkeeping practice signed up for that part of the job, and the renewal reminder flow handles it.
What it looks like in practice
Imagine a three-person bookkeeping practice. A client is due in six weeks according to Karbon. They get a short reminder with a link to book a meeting. When they don't respond, a follow-up goes out a fortnight later and they book.
How it works for accountants
Here is how the renewal reminder flow runs day to day for accounting firms.
- Due dates are read from Karbon.
- A reminder goes out ahead of time.
- It includes a link to book a meeting or renew.
- A follow-up goes to anyone who hasn't acted.
- You see who's due this month.
Tools it connects to
For accounting firms, I usually connect it to Karbon, Outlook and HubSpot. It runs on n8n, Twilio and Gmail behind the scenes.
Questions from accounting firms
Does the renewal reminder flow work with Karbon?
It depends on your Karbon plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is client data handled?
For the renewal reminder flow, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What will my clients see?
They'll see a timely reminder with an easy way to act. I write the wording with you so it sounds like your accounting business, and you approve it before launch.
Want this for your accounting business?
Tell me how your accounting business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built