Xero advisors: send tax assessment notices promptly
Xero advisors: send tax assessment notices promptly
Xero certified advisors miss notifying clients after assessment tasks finish, causing late payments and extra collection work. Automated client notices with payment steps ensure fewer manual chases.
Overview
Missed assessment notices create avoidable late payments and extra collection work for small accounting practices. This workflow ensures clients get assessment and payment instructions as soon as tasks close, eliminating manual email churn and keeping client ledgers up to date.
Notable Features
- Send personalized assessment notices
- Attach payment instructions automatically
- Record notice in client ledger