Keep accounting founders and bookkeepers aligned on client files
Keep accounting founders and bookkeepers aligned on client files
Founders miss client files uploaded to the file-requests folder, delaying bookkeeping intake and risking missed invoices. This copies new client files to central drive so bookkeeping can start quickly.
Overview
Missed client uploads create invoicing gaps and slow bookkeeping close. This workflow routes every new client file to your central accounting drive and alerts the founder and bookkeeper, eliminating missed intake so bookkeeping can begin sooner.
Notable Features
- Copy new client files to drive
- Notify founder and bookkeeper on upload
- Prevent missed bookkeeping intake