Notes on the jobs firms automate
Practical, plain-English writing on the accounting-firm workflows behind our packs. No hype, no fake case studies — just how the work actually breaks and how to fix it.
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5 Jul 2026
How to stop chasing clients for documents — and automate it properly
Chasing clients for missing paperwork eats an accounting firm's mornings. Here is why the manual version quietly breaks down, and how to design a reminder system that chases, tracks, and stops on its own.
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5 Jul 2026
Why your tax-deadline tracking spreadsheet keeps failing (and how to fix it)
A shared spreadsheet plus manual reminders is how most firms track filing deadlines — and how deadlines get missed. Here is the failure pattern, and a reminder design that sends once, escalates, and rolls recurring deadlines forward.
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