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FirmFlow · Client Docs Chaser

Month-end follow-ups, written for you and sent with your OK

Summit Bookkeeping is closing September. Five clients still owe receipts, statements and answers. Pick a run day, read the emails, approve them, and see what the owner is left to do.

Sample firm and clients
0emails sent so far
0items still open
0items clients have sent in
0of writing time avoided (10 min per email)
Sending

What clients still owe

Pulled from QuickBooks Online: transactions waiting on an answer
ItemAmountStatus

Reminders for this run

Owner's report: who's still late

StatusClientOpen itemsOldestNext step

When clients don't reply neatly

In your build, a person is always one click away

They send the file

The item is marked Received and crossed off. The next email thanks them and asks only about what's left.

Handled automatically

They answer one of three

Only the answered item is crossed off. The other two stay on the list and in the next reminder.

Handled automatically

"I'll send it Friday"

The reminders for that item pause until Friday. Your report shows "Promised Fri" so nobody chases early.

Pauses, then resumes

They phone or drop off paper

You tap Mark received on the item in the list above, and it drops out of every later email. Try it.

You decide

What it connects to

  • BooksQuickBooks Online and Xero, read-only. It never changes your books.
  • Sends fromYour own Gmail or Outlook, in your staff's name.
  • Not covered yetQuickBooks Desktop. For Karbon, TaxDome and similar, the list of open items can come from a simple checklist sheet; a direct connection is quoted separately.
  • Client dataStays in your accounts. The AI that writes each email sees one client's open items at a time. It is a business service that does not train on your data.

What you do

  • SetupOne call and a read-only login. FirmFlow builds and tests it in 2 weeks. The access is read-only and you can revoke it any time.
  • Each monthRead the drafts and approve them, or turn on automatic sending once you trust it. Read the Monday report and make the calls it points to.
  • You can alwaysPause a client, edit the wording, mark something received, or switch it all off.
  • No new loginThe report arrives as an email. There is nothing to log in to.

The offer

One price, paid once
One fixed price Agreed in writing before any work starts. Flexible payment options available.
  • Built and tested in 2 weeks, running in your own accounts.
  • 30 days of fixes included after go-live.
  • Later changes or support are quoted in writing before any work starts.
  • No monthly fee to FirmFlow. The tools it runs on are billed to you directly, usually $10 to $40 a month.

Your numbers, not a promise

Change the four boxes to match your firm. The 70% is an assumption: the writing, sending and tracking are automatic, the phone calls are still yours.

Want this for your firm?

Reply to the email that brought you here and Corey Martin will set up 15 minutes to look at your own month-end list.