Transforming Document Collection
Chasing clients for documents is a notorious challenge in the tax industry, often leading to delayed processes, additional costs, and undue stress. Taxaroo’s Automated Document Request Follow-Ups, a key element of effective Accounting Management, is designed to tackle this problem head-on, ensuring no document request goes unanswered.
Automated Document Reminders
Send automated reminders to clients for their outstanding document submissions, reducing the need for manual follow-ups and tracking.
Set Your Follow-up Cadence
Adjust the frequency and duration of your automated document request follow-ups, tailoring the reminder schedule to the needs of your practice and your clients.
Smart Stop Feature
Ensure no unnecessary reminders are sent with our smart stop feature – once a client uploads the requested document, the automated follow-ups are promptly halted.
Boost Productivity
By automating document request follow-ups, you free up valuable time for your team to concentrate on more complex tasks, enhancing overall productivity in the realm of Accounting Management.
Enhance Client Experience
Taxaroo’s Automated Document Request Follow-Ups feature not only streamlines your firm’s operations but also improves the client experience by ensuring regular, clear, and relevant communication. By making the document collection process seamless, clients stay engaged and confident in your services.
- 14-day free trial
- 100% Money-Back Guarantee
- Cancel anytime
- 14-day free trial
- Cancel anytime
- 100% Money-Back Guarantee