The manual workload
Each client creates a small chain of activities.
- Prepare the request
- Send the email
- Check the attachments
- Ask for what is missing
- Save and classify
- Update the file
- Contact people who have not replied
For accountants
Deadlines remain. Manual work can decrease.
Requests, files, reminders and updates can follow a more continuous process. Tax advice and professional decisions remain with people.
Before the deadline
Remembering the date is not the problem.
The challenge is obtaining the right documents on time, recognising what is missing, keeping the file up to date and involving the professional where needed.
The digital assignment
The chain is followed within shared rules.
- Requests the required documents
- Recognises replies and received files
- Classifies according to defined criteria
- Sends reminders at the agreed times
- Updates the operational status
- Brings exceptions and decisions to the professional
Document requests and collection
Sends recurring communications and keeps received items visible.
Client reminders
Follows up on missing submissions according to the firm’s defined timing, channels and limits.
Reading and classification
Recognises expected file types and information without replacing professional review.
Information transfer
Moves data between documents and systems when their structure and access permit it.
File updates
Records status, documents received, open requests and the next step.
Recurring emails and follow-ups
Prepares or sends defined communications and brings unexpected cases to the team.
Deadline coordination
Makes clear what is ready, what is missing and who needs to act.
The professional boundary
Preparing does not mean interpreting.
Digital Employee does not provide tax advice, independently interpret regulations or make professional decisions.
It can organise the work that comes before and after a decision. When a document, request or condition requires assessment, it involves the accountant.
Practical questions
Before connecting it to client files.
Every activity depends on the firm’s systems, access and rules.
Can it independently interpret a tax rule?
No. Regulatory interpretation, advice and professional decisions remain with the accountant.
Can it remind clients about missing documents?
Yes, if the list, timing, channels and escalation conditions have been defined with the firm.
Can it update a client file?
It can transfer information and update statuses according to agreed rules and available access, leaving professional checks to the responsible people.
Bring us a deadline that creates dozens of small follow-ups.
We will assess which steps can be managed and which should remain under professional control.
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