Client onboarding, document collection and payment follow-up.
Accounting firms manage cyclical client demands and document-heavy onboarding. Automate client onboarding, document collection, fee reminders and reporting distribution to keep clients compliant and cash flowing.
Client onboarding takes weeks due to slow document collection
Tax deadline reminders sent manually, sometimes missed
Fee reminders sent inconsistently across clients
Report distribution requires manual email batches
Automatic document collection sequences on WhatsApp
Tax deadline and filing reminders sent on schedule
Fee reminder sequences before and after engagement dates
Report distribution automated to each client on delivery
Ready-made workflows that solve the specific problems of accounting firms.
Browse packages touching the Accounting Firms niche, or explore the full catalogue.
Everything Accounting Firms businesses ask before getting started.
Most automations go live within 3-7 days. We handle the entire setup, integration and testing before we hand it over to you.
No. Bobsave builds, hosts and maintains every workflow for you. You receive simple reports and dashboards - no technical skills required.
Yes. We connect to WhatsApp, email, Google Sheets, calendars and most popular business tools, and we customise integrations to your existing stack.
Individual automations start at KSh 3,500 setup plus KSh 1,500 per month, with packages offering better value for complete solutions.
We provide training, monitor the workflow, and maintain it ongoing - including updates and support whenever you need help.