AI story · Trustee office
Your clients’ documents arrive in one clear overview
An assistant on your existing website guides clients through the documents for the annual accounts and shows what is there and what is still missing. Your office reviews and decides.
Watch it in under a minute
A short video of the story. Captions are in the video.
What the assistant does
It guides each client through the document checklist for the annual accounts. It explains which documents are needed and why, shows what has already arrived and what is still missing, accepts the files and puts everything into one clear overview for your office. It answers only from your own checklist, and it says so when a question is for your team.
What a person decides
The assistant prepares, your office decides. Your team reviews every submission, decides what is complete and answers every tax and accounting question. The assistant gives no tax or accounting advice.
How it fits your website and processes
Nothing has to be replaced. The assistant sits on your existing website, uses the checklist your office already works with and hands over in a form your team knows. Start with one kind of mandate, such as the annual accounts, and extend when it works well.
Try the example
Open the clickable example: go through the checklist, add two sample files, check the summary and see the overview the office receives.
Transcript
The documents your clients send come from everywhere: email, photos, PDFs. With an assistant, that becomes a clear process. We build it into your existing website and your existing processes. It guides your clients through their documents. It explains which receipts are needed. It shows what is already there, and what is still missing. The firm receives a clear overview. The assistant prepares. The firm decides. More time for what you do best: advising. Would you like to see how this could fit your firm? Book a free first call with us.