Playbooks / Accounting
Accounting — 12 workflows.
The operations assistant for a CPA or bookkeeping practice: intake, document chase, deadlines, and client communication on a steady cadence. Licensed judgment, tax positions, and anything resembling advice stay with the professional.
What ships
- 12 workflows, installed at setup.
- 4 categories, each with its own operating rules.
- Approval gates on anything client-facing or money-touching.
See it run in the live demo.
Client Intake
New Client Onboarding
Welcomes sequence for new clients: engagement scope recap, what we need from them, portal access instructions, key dates. Plain language, zero jargon.
See the workflow →Document Checklists
Builds the per-engagement document checklist: plain-language item names, what each is for, and where to upload. Right-size the list to the engagement type.
See the workflow →Document Chase
Polite escalating follow-ups for missing documents: friendly, then specific, then a call-suggestion. Tracks who responded and what remains.
See the workflow →Deadline Ops
Due-Date Tracker
Maintains the deadline list across clients and engagement types with internal lead times. Weekly internal status: green, yellow, red per engagement.
See the workflow →Client Status Updates
Progress updates at 50 percent, 90 percent, and done: what stage their work is in, anything still needed from them. Plain words only.
See the workflow →Extension Drafts
Drafts extension request communications plus a plain-language explanation of what the extension does and does not do. Professional review before send.
See the workflow →Billing + Engagement
Engagement Letters
Drafts engagement letters from the defined scope with all variables flagged for professional review. Never invent scope, fees, or terms.
See the workflow →Invoice Follow-Up
Overdue invoice ladder: reminder, firm reminder, then a pick-up-the-phone suggestion. Courteous tone that protects the relationship.
See the workflow →Payment Plan Drafts
When a client struggles: structured payment plan proposals for professional review and approval.
See the workflow →Practice Growth
Client Newsletter
Seasonal planning tips newsletter: short, useful, timely. Tax-calendar aware.
See the workflow →Referral Requests
Post-filing satisfaction window referral asks: one warm sentence and an easy way to refer. Never pushy.
See the workflow →Advisory Upsell Drafts
When records show a trigger (entity growth, payroll additions, big life events), draft the advisory-conversation opener for professional review.
See the workflow →Want this track running, not just listed?
Every workflow here is already installed in the Accounting agent. Walk the live box and put one of them to work.