Send monthly document upload reminder to bookkeeping clients

Your clients' month-end documents arrive late or scattered, stalling bookkeeping and reconciliation. Send one monthly HTML reminder so billing and bookkeeping are ready before month-end.

Overview

Clients frequently miss month-end uploads and your books get delayed; this workflow sends a single, tailored HTML reminder on the configured monthly date. It reduces back-and-forth by listing only the required files and lands on the first business day so billing and bookkeeping receive needed documents before month-end.