Guide · Practices

A repeatable client collection workflow

Move collection out of the reminder email and into a process you can review.

Tick items as you work. Your selections stay on this page until you leave or refresh.

Agree who owns each sourceIdentify the client’s inboxes, photo sources and files. Make sure each connection is authorized by the right person.Start discoveryConnect a representative set of sources and review the records that arrive.Review quality and payment contextCheck key fields, duplicates and available payment matches. Keep uncertain details visible.Chase the specific gapsAsk for the missing document or context, with the transaction and period attached to the request.Use your existing processSend reviewed records through a supported accounting connection or export them for your workflow.Measure the workCompare collection time, follow-up volume and review time over a consistent period before expanding to more clients.

This is a recordkeeping checklist. Tax treatment, filing requirements and deadlines should be confirmed with your advisor.

Discovery across your sources. Records ready for your process.

Let the paperwork come to you.

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