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Document Collection & Monthly Client Chasing

For many accounting firms in the Gulf region, the real bottleneck isn’t the accounting work — it’s clients sending bank statements and documents at the last minute. Teams waste hours chasing files through WhatsApp and email. This system automates document collection so your staff can focus on real accounting, not admin follow-ups.

Key Features

  • Automated WhatsApp and email reminders for document submission
  • Smart follow-ups that escalate based on delay (3 days, 7 days, 14 days)
  • "Missing documents" alerts sent to staff and partners
  • Auto-organised folder structure for each client and month
  • Instant notifications when clients upload files
  • Tracks what's been received and what's still outstanding
Ideal For:

Firms handling 20+ monthly bookkeeping clients who struggle with late document submissions.

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📊

VAT & Zakat Deadline Management

Accounting firms across the Gulf region deal with VAT timelines that are predictable but become chaotic due to delayed client inputs. This workflow keeps everyone on track with deadline-based reminders, escalations, and pre-submission checklists so nothing is filed late.

Key Features

  • Deadline-based reminders sent to clients and internal team
  • Auto-escalation when inputs are late or missing
  • Pre-VAT submission checklist automation
  • Zakat documentation collection workflows
  • Partner notifications when deadlines are at risk
  • Tracks submission status for each client
Ideal For:

Firms managing VAT and Zakat filings for multiple clients who need to eliminate last-minute scrambling.

💼

Payroll Data Collection & Cut-Off Workflows

Accounting firms across the Gulf region constantly struggle to get payroll inputs on time. HR sends data late, approvals get stuck, and cut-off dates are missed. This system enforces deadlines and routes tasks to the right people so payroll runs on time every month.

Key Features

  • Automated payroll input request sent before cut-off dates
  • Manager approval workflows to prevent bottlenecks
  • Cut-off date enforcement with escalation alerts
  • Task routing to internal team members based on client load
  • Tracks who has submitted data and who hasn't
  • Prevents delays with automatic reminders
Ideal For:

Firms processing payroll for multiple clients who need to eliminate approval delays and late submissions.

⚙️

Internal Task Routing & Team Workflow Automation

This system is for your internal operations—not client chasing. It helps senior accountants, junior team members, and bookkeepers stay on track with recurring monthly tasks, clear assignments, and visibility into who's working on what.

Key Features

  • Recurring monthly task generation for each client
  • Task assignments based on client load and team capacity
  • "Stuck work" detection that alerts managers
  • Dashboard or summary emails showing task status
  • Auto-escalation when tasks are overdue
  • Tracks completion rates and bottlenecks
Ideal For:

Firms with multiple team members who need clear task assignments and visibility into monthly workload.

💰

Invoice Follow-up & Receivables Automation

Many accounting firms across the Gulf region lose money because clients ignore manual follow-ups and invoices go unpaid for months. This system automates reminder flows, tracks responses, and escalates when needed — all without manual effort.

Key Features

  • Scheduled automatic reminder flows (before due date, at due date, overdue)
  • Late-payment escalation at 7, 14, and 21 days
  • Tracks who has responded or ignored reminders
  • Works with your existing invoicing tools
  • Partner notifications when invoices are significantly overdue
  • Dashboard showing outstanding balances and payment status
Ideal For:

Firms struggling with overdue invoices and clients who don't respond to manual payment reminders.

📁

Organised File Storage & Auto-Sorting

Files from 50+ clients often end up in random WhatsApp threads and messy folders. This system automatically creates monthly folders, renames and categorises incoming files, and syncs with Google Drive or OneDrive so your team never asks "where did that file go?"

Key Features

  • Auto-create monthly folders for each client
  • Rename and categorise incoming files automatically
  • Sync with Google Drive or OneDrive
  • Reduces "where did that file go?" chaos
  • Organises files by client, month, and document type
  • Makes it easy to find any document in seconds
Ideal For:

Firms tired of hunting through WhatsApp threads and disorganised folders to find client documents.