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ACCOUNTING REALITY #01

You Got the Numbers Right and the Client Went to a Competitor.

The hours you spend collecting documents, sending reminders and chasing clients through filing season go into keeping the work you have, not winning new work. With Automiflow, the workflow runs itself, client communication continues around the clock, and you get back to advising.
Automate My WorkflowAutomate My Workflow

Time to Stop the Silent Productivity Losses
In Your Practice

01

Are You Still Chasing Every Client for Documents One by One?

During filing season you spend three or four hours a day ringing clients individually. Manual document collection is the biggest time trap in the practice.
  • Three or four hours a day chasing documents eats the time you'd spend winning clients
  • Manual process errors create real exposure during filing season
  • Growth stops during filing season while automated competitors keep going
Automate Document CollectionAutomate Document Collection
02

A Prospect Asked for a Quote and You Replied Two Days Later

A business owner looking for an accountant calls three practices and goes with whoever answered first. While you're buried in filing season, new business disappears in front of you.
  • Replying two days later hands the client to a competitor
  • Filing season workload makes new opportunities invisible
  • Without proposal follow-up, your close rate drops sharply
Automate the Quote ProcessAutomate the Quote Process
03

Your Clients Don't See the Value Because You Don't Talk to Them Enough

The fee you charge for a year of work looks to the client like a bill that just gets paid. When a competitor quotes lower, they leave.
  • Invisible work carries no perceived value and gets lost to competitors
  • Without proactive contact, clients are open to a rival's offer at renewal
  • Loyalty erodes every year when value is never communicated
Strengthen Client CommunicationStrengthen Client Communication
No more lost productivity

Unlock Up to 90% More Practice Efficiency

Automiflow keeps working even at the height of filing season. It automates document collection, prepares quotes for new clients instantly and keeps proactive contact going.
  • Automated document reminders and collection
  • Instant quote preparation and client follow-up
  • Monthly value reports and proactive advisory messaging
How Does It Work?How Does It Work?
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How it works

Automiflow Technology
Grows Your Practice In
Three Critical Stages

step 01
Automated Filing Calendar and Document Collection
Every client's deadlines are tracked, reminders go out on their own and documents arrive on time.
step 02
Smart Quoting and New Client Follow-up
New enquiries are answered instantly, a quote is prepared, and follow-up continues until the client signs.
step 03
Continuous Client Contact and Value Reporting
Monthly summaries, tax alerts and proactive advisory messages are sent automatically.
faq

The Doubts You're Holding Are the Clients Who Signed With Another Practice.

We know exactly what a missed quote request and a lost filing season cost your practice.
I Want to Grow My PracticeI Want to Grow My Practice
  • Which accounting software does it integrate with?
    Automiflow works with Xero, QuickBooks, Sage, DATEV and most common accounting packages. You don't have to change the software you use.
  • How are client documents kept secure?
    Every document is encrypted and stored in a GDPR-compliant cloud system.
  • Will the system struggle during filing season?
    It's built for the peaks. Infrastructure scales automatically during the busiest periods.
  • Can you automate advisory services too?
    Yes. Monthly financial summaries, tax calendar alerts and periodic advisory content can all be sent automatically.
  • I'm a sole practitioner. Does this fit me?
    Completely. It scales from a one-person practice to a firm with dozens of staff.
TESTIMONIALS

What our respected
clients say

I spent two or three hours a day chasing each client for documents during filing season. It's fully automatic now. I've taken on twelve new clients in four months.
Mehmet Demir Chartered Accountant
New client enquiries used to vanish during filing season. Now a quote request gets an automatic reply and follow-up starts on its own. We keep growing outside of season too.
Fatma Yilmaz Tax Adviser
Clients didn't know what they were paying for. Monthly value reports now go out automatically. Client retention is up 80%.
Ali Kaya Practice Owner