It is the busiest season of the year for Certified Professional Accountants. It’s tax season! Emails are flying back and forth between you and your clients, deadlines are approaching and you have a very long list of tasks ahead of you. However, there are 5 crucial tasks that you can (and should) automate in your accounting firm to save you time and money.

Appointment Reminders

Appointment reminders can take valuable time out of your day if you have to call each and every single one of your clients. The same goes for reminding your clients about deadlines, information you are waiting on or approvals. Using automated reminders you also have the options to use a variety of communication channels. For example, text message reminders offer the convenience of an efficient and easy communication platform.

Document Collaboration

Things can get complicated when you’re making frequent revisions to a working document or needing signatures regularly inside your accounting firm. Instead of printing new material or scheduling more meetings, opt for document sharing. Either a private cloud based sharing program or an online signing program would allow your clients to review, sign and send the documents back to you without the need to print or scan anything. This will help both you and your clients stay updated and organized.

Social Media

No matter what business you’re in, social media is necessary to effective branding and marketing. While all businesses use social media differently, the point is they all use it. However, social media can be a huge time sucker when you are devoting time to writing posts every day. Instead, utilize a program that produces automated content and publishes that content to your social media platforms. There are many programs to choose from with a variety of features and pricing to meet your specific needs. If you want a little more control in this area, hire an outside marketing firm to handle your social media for you.


You simply can’t avoid compliance in your accounting firm. It is an essential part of your business and requires a lot of manpower. Similarly to your social media, you can hire a third party to handle these tasks for you. This tedious routine can be successfully outsourced.


If you aren’t already using automated invoices then you are going to love this suggestion. Many programs are available to automate your invoices. Some of these programs can be integrated with your existing software and managed with minimal effort. While all programs have some small fee associated with it, in most cases the time saved is well worth the cost.

Don’t delay! Get started on your automation now by signing up for a 30-day free trial with With no credit card required and no obligation to continue after the trial, you have nothing to lose and everything to gain.

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