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Automation playbook · Accountants

Tax season isn't lost in the numbers. It's lost chasing paperwork.

The #1 bottleneck every season is the client who delivers late and unprepared. We build the automations that chase documents, remind deadlines and answer questions. 24/7.

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Live in days · Works on WhatsApp, web and phone · No new software for your team

#1 The number-one problem for accounting firms: the client who delivers late and unprepared. Chasing documents eats the season.Source: Wolters Kluwer (survey of ~2,000 firms)
The leak map

Where the hours leak.

Every firm runs the same flow: client → documents → filing. Time leaks at three points, and an automation seals each one.

Clientdelivers late and unprepared
Leak 1 · Document chasingChasing missing documents one by one eats the whole season.
Lumo automationAn agent chases every missing document on WhatsApp, without you lifting a finger.
Documentsdeadlines, reminders
Leak 2 · Deadlines slipDeadlines are tracked by hand, and one always slips.
Lumo automationAutomatic deadline reminders for every client, in time.
Filingquestions, onboarding
Leak 3 · Repeat questionsThe same questions interrupt the real work.
Lumo automationAnswers FAQs 24/7 and onboards new clients.
See it work

Three documents missing and the deadline is Friday.

Instead of an employee calling 200 clients, the agent chases each missing document on WhatsApp, and flags when it arrives.

1

Spots what's missing in each client's folder.

2

Chases the document on WhatsApp, with reminders.

3

Flags when it arrives and marks the deadline met.

Illustrative demo. Every flow is built around your client list and your deadline calendar.

What we'd build for you

Five automations, one front line.

Seals leak #1

Document chasing

Chases every missing document on WhatsApp, with reminders, until it's in.

Season without chasing anyone
Seals leak #2

Deadline reminders

Nudges each client before every deadline. Nothing slips.

Zero missed deadlines
Seals leak #3

24/7 FAQ

Answers the frequent questions instantly, any hour.

Fewer interruptions, more focus
Seals leak #3

Client onboarding

Collects the new client's data and documents in an orderly way.

Onboarding without friction
Seals leak #1

Meeting booking

Books the closing meeting with the client at the right time.

The calendar organizes itself
The math

Do the math on your time.

Drag to your own numbers. This is the cost of doing by hand what an automation does for you.

That time, in money, every month
$2,165/month
43 hours/month back to selling · estimate

Put that time back into billable work. The automations chase the paperwork while you file.

Illustrative estimate. We map your real numbers in the audit.

One system. Clear momentum.

A 15-minute automation audit. Zero commitment.

We map your flow, mark the leaks, and show you exactly what we'd automate first.

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