tidyflowhq

client-status-update

Drafts short monthly or quarterly client status emails structured as completed, in progress, and waiting on you; use when sending a recurring engagement update, a month-end close or tax return progress note, or replying to a client who asks where things stand.

Data & Documents Listed

document-chasing

Drafts batched follow-up emails and an escalation sequence to chase missing client documents; use when a client has not sent requested items such as bank statements, tax documents, K-1s, signed engagement letters or e-file authorizations, organizer or checklist responses, or anything else holding up a job.

new-client-onboarding

Drafts a new client welcome email and a staged kickoff information request tailored to bookkeeping, tax, or payroll engagements; use when onboarding a new client after a signed engagement letter, sending a welcome message, or requesting initial access, records, software invites, and documents.

engagement-letter

Drafts a client engagement letter for accounting, bookkeeping, payroll, or tax services covering scope, fees, billing terms, renewal, client responsibilities, and termination; use when onboarding a new client, re-engaging for a new tax year, changing scope or fees mid-engagement, or when someone mentions an engagement letter, letter of engagement, or terms of engagement.

price-increase-letter

Drafts fee increase notifications for existing accounting, bookkeeping, or tax clients, including client segmentation, grandfathering decisions, and reply handling; use when raising fees, moving clients to new pricing or packages, or when someone says price increase letter, fee increase, raise our fees, or notify clients of new rates.

proposal-writing

Turns discovery-call notes into a priced client proposal with three service options; use when a practitioner needs to write a proposal, quote a prospect, send pricing options after a discovery or sales call, or convert call notes into an engagement proposal for bookkeeping, tax, payroll, or advisory services.

extension-communications

Drafts client emails about filing extensions, covering the explainer that an extension adds time to file but not time to pay, the confirmation once the extension is filed, and the post-deadline work plan; use it when telling a client their return is being extended, reassuring a client who is anxious or annoyed about an extension, or keeping extended returns moving after the deadline rush.

organizer-follow-up

Drafts and sequences follow-up messages that chase unreturned tax organizers, questionnaires, and missing source documents, escalating from friendly early-season reminders to plain late-season extension warnings; use it when clients have not sent back their organizer, checklist, or tax documents, when building a reminder run across many clients, or when deciding whether to stop emailing and pick up the phone.

Data & Documents Listed

tidyflow-document-chaser

Chases outstanding client documents using the user's connected Tidyflow workspace by finding jobs stuck waiting on clients, listing the missing items for each client, and drafting reminder emails at the chosen firmness level; use when the user wants to chase documents, send reminders or nudges, follow up on an incomplete organizer or checklist, or clear jobs blocked on client information.

client-cleanup-triage

Assesses a messy new or prospective client's books, scores how bad the cleanup really is, and drafts a scoped cleanup proposal; use for messy books, QuickBooks or Xero cleanup, catch-up or rescue bookkeeping, unreconciled accounts, undeposited funds problems, taking over from a previous bookkeeper, or pricing a cleanup job.

month-end-close-checklist

Builds a client-specific month-end close checklist with ordered tasks, owners, and day offsets; use when closing the books, setting up a month-end close process for a new bookkeeping or CAS client, standardizing reconciliations and the reporting package, or handing a close between staff.

scope-creep-response

Classifies an out-of-scope client request and drafts a gracious yes-with-structure reply, change order, or new-engagement response; use when a client asks for work outside the engagement letter, sends a "quick question" that is not quick, keeps adding small tasks, or when scope creep needs a change order or renewal conversation.