Client status updates
Fewer 'where's my return?' calls. Clients hear where their file is before they think to ask.
Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Watch the work items for each client
When a file moves stage (records received, in preparation, in review, ready to sign) the change is picked up.
- 02
A short update in your voice
Two or three lines: what just happened, what's next, and whether the client needs to do anything.
- 03
Replies routed to the right person
If the client replies with a question, it goes to the manager on that client with the file status alongside.
- 04
A daily list of quiet files
Files that haven't moved in a set number of days are flagged, so updates don't just go silent.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Routine stage updates go out on their own once you're happy with them. Anything about fees, delays or a problem with the return waits for a manager to approve.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Clients call or email to ask where their return is. Someone looks it up, checks with the preparer and writes back. That's 3 hours a week answering a question your practice software already knows the answer to.
What we build
- Watch the work items for each client
- A short update in your voice
- Replies routed to the right person
- A daily list of quiet files
A month in
The phone rings less in peak season, 3 hours a week of look-ups disappear, and clients stop feeling forgotten.
FAQ
Can we choose which clients get updates?
Yes. Client status updates can be switched on per client or per service, and some firms start with their individual tax clients only.
What if the status in our system is out of date?
Then the client update would be wrong too, which is why a daily list of quiet files nudges the team to keep statuses current.
More for accounting firms
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Bring this one to a free live build.
Thirty minutes on client status updates. We build its elf with you, live, and you keep it.