Resources
Practical guides for accounting firms.
We are preparing content on document management and client relationships. Every guide will be reviewed before publication.
- In preparation
Monthly document delivery to the firm
How to agree with clients what, when and how to send.
- In preparation
Requesting documents without repeat emails
Organising requests by client and period and tracking what's pending.
- In preparation
Organising the archive by company and period
Folder structures the whole team can follow.
- In preparation
GDPR and client documents
Good practice when handling sensitive documents in the firm.