20 workflows you can automate — check the ones you still do manually
Check each box for workflows your firm currently handles manually. Each checked item represents hours you could reclaim. At the end, tally your score to see your automation potential.
Manually entering client info into practice management after signing
Creating and sending engagement letters manually for each new client
Manually creating client portal accounts and sending access emails
Sending onboarding emails, checklists, and getting-started materials manually
Manually sending "we need your documents" emails to each client
Chasing clients who haven't uploaded docs — day 3, day 7, day 14...
Sorting uploaded files into correct folders and categories
Manually tracking which clients are missing which documents
"Where's my return?" responses sent individually
Back-and-forth emails to find meeting times
Manually sending estimated tax, filing deadline, and extension reminders
Manually emailing clients when returns/reports are ready for review
Manually creating jobs in practice management after proposals are signed
Manually assigning team members to jobs based on workload
Copying status info from one system to another (tax software → PM)
Manually compiling client status, AR aging, and capacity reports
Creating invoices manually after work is complete
Chasing overdue invoices with manual follow-up emails
Matching payments to invoices across multiple systems
Manual monthly billing for recurring clients
Scoring guide:
0-5 checked: Your firm is well-automated
6-12 checked: Significant automation opportunity
13-20 checked: High priority — you're leaving hours on the table
Not sure which workflows to automate first? Let's find out together.
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