This template starts a sheet for Document intake for accounting firms, at $1,190, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.

Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.

My tools are different. Does it still fit?

The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.

Client documents collected and sorted before the deadline

Documents from clients read, sorted and filed from email and photos, and clients chased for what is missing before the deadline.

For accounting offices and bookkeepers

From $1,190 per project

Typical timelineSet in the fixed quote, before you accept

Start a sheet from it The part this sheet is for: Document intake for accounting firms

What this template does

An accounting office spends the first days of every month chasing paper. Invoices and receipts that arrive by email or as phone photos are read, sorted per client and filed, and each client is reminded about what is still missing before the deadline, not after.

Prefilled for you

The brief it fills in

Read the documents our clients send by email or as photos, sort and file them per client, and remind each client about what is still missing before the monthly deadline.

Systems it connects

Email and phone photos
Google Drive or SharePoint
Comarch Optima, Symfonia or DATEV

Kind of job

Automations - Accounting and law

What you get

Documents read, sorted and filed per client
Clients chased for what is missing before the deadline
Checked by a person before it is handed over

What you provide

How clients send documents today
Your folder structure per client
Your deadline calendar

Questions about this template

What does it cost?This template starts a sheet for Document intake for accounting firms, at $1,190, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.
How does it start?Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.
My tools are different. Does it still fit?The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.

Ready to run this recipe?

The sheet opens with this template's form already filled in. Change what is yours, and the price is set before anyone starts.

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