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For accounting firms — AU, US & UK

Doc chase round 4.
Still no docs.

Half your team is chasing source documents instead of doing the work clients pay for. We automate the asks, the chase, the e-sign cycle and the partner-review queue — so the practice runs on Karbon, not vibes.

Book a free practice audit →See the automations
Accounting firm dashboard automating client doc collection, e-sign chase and BAS workflow
Works with what you already run the practice in
Xero MYOB Karbon Dext
Where practices lose chargeable hours

Client doc collection

Round 1, 2, 3, 4. Junior follows up. The work waits. Margins compress.

Engagement letter chase

Sent via DocuSign last week. Half are still unsigned. Compliance risk.

BAS workflow

34 BAS this quarter. Partner-review queue managed in someone's head.

Deadline tracking

TPB obligations, ATO deadlines. The practice manager's spreadsheet again.

A quarter in practice

Same client list,
two quarters.

Before

Quarter — manual

  • Week 1: Doc requests sent. 8 of 34 reply within 7 days.
  • Week 2: Doc chase round 2. Junior assigned. Work-in-progress idle.
  • Week 3: 14 BAS in draft. Partner-review queue is a Slack thread.
  • Week 4: 6 still chasing docs. 8 awaiting client e-sign on engagement.
  • Week 5: Lodgement crunch. Late nights. 2 close calls on deadline.
After

Quarter — automated

  • Day 1: Doc requests dispatched with personalised checklist per client.
  • Day 7: Auto-chase round 1. By day 14, escalation to partner-cc round.
  • Week 2: Karbon work-queue auto-built. Partner-review queue self-prioritising.
  • Week 3: E-sign chase running. Engagement letters all signed by week 3.
  • Week 4: 30 of 34 lodged. 4 client-blocked, surfaced for partner action.
What we'll automate

The practice-specific workflows.

📥

Client doc collection

Personalised checklist per client. Auto-chase at day 7, 14, 21. Partner cc on round 3. Karbon updated.

Replaces junior follow-up time
✍️

E-sign chase

Engagement letter sent → reminder day 3, 7, 14 → partner cc → escalation. Status synced to Karbon.

Replaces compliance risk
📊

BAS workflow

Per-quarter pipeline auto-built. Partner-review queue prioritised by lodgement deadline. Slack pings on blockers.

Replaces the partner-manager spreadsheet
⏰

Deadline tracker

ATO/IRD/HMRC obligations, TPB CPD, insurance renewals. 60/30/7-day alerts to partner + manager.

Replaces the "wait, that was due?" miss
🆕

New client onboarding

Engagement letter, ATO authority, ASIC change of agent, KYC — orchestrated end-to-end.

Replaces 90 minutes of admin per client
💸

WIP & invoicing

WIP rolled up per client/job. Stage gates trigger invoicing. AR follow-up automated.

Replaces month-end billing day
Practice questions

Straight answers.

Yes — all three, plus FYI, Suitefiles, Senta. Workflow, jobs, time and engagements flow into the automations. We don't replace your practice management; we layer on top.
No — that's the point. Doc requests look like an email from your team because they are; the chase tone matches your firm voice; partner-cc is real. The friction is gone, the relationship isn't.
Dext handles source documents; we handle the workflow around them — what's outstanding, who hasn't responded, when to escalate, and pushing the resulting Xero/MYOB transactions through your review queue.
Per-automation fee + monthly platform. Mid-size practices typically see 12–18 hours per partner per month back. Specific number after the audit.
Related

Other finance work we automate

📚

Bookkeeping

Bank rec, supplier chase, Hubdoc.
📋

Tax & BAS

Lodgement workflow, ATO portal.
💼

Financial advice

SOAs, FDS, review meetings.

Book a free practice audit.

30 minutes. We'll map where chargeable hours are leaking — and which three automations claw the most fee-earner time back.

Book a free practice audit →
No obligation Australia, US & UK 2-week first automation