Where does your practice’s week go?

How many people work in the practice, including you?

Which software do you mostly keep clients’ books in?

In a typical week, how long does your team spend chasing clients for records and information?

Reminder emails, calls, “just checking in”, keeping track of who has sent what.

And on onboarding new clients?

Getting ID and proof of address, the signed engagement letter, HMRC and agent authorisations.

And on sorting documents that arrive by email and post?

Working out which client a file belongs to, saving it in the right place, noting what’s still missing.

Who ends up doing most of this chasing and sorting?