Stop chasing clients for documents.
We help UK accounting practices reduce the repetitive admin around client onboarding, document collection, follow-ups and approvals — without replacing the software you already use.
A practical conversation about how your practice works today and where things keep getting stuck.
ILLUSTRATION — an example of an organised client workflow, not a screenshot of a product.
The admin around the accounting
Your team shouldn’t have to remember who needs what.
A client hasn’t sent their bank statements. Another still needs to sign something. Someone else replied but missed two documents. Another said they’d send everything tomorrow.
None of this is difficult work. But someone still has to remember it, check it and chase it.
Chasing missing documents
Clients don’t always send everything the first time, leaving your team to send another reminder.
Searching through email
Finding the latest reply and working out exactly what is still outstanding.
Remembering follow-ups
Keeping track of who needs a reminder, when they need it and whether someone else already contacted them.
Waiting for client approvals
Questions, confirmations and signatures can leave work sitting still.
Answering the same questions
Clients want to know what you’ve received, what is still missing and what happens next.
How NexusFlow helps
We take care of the chasing.
We turn recurring client admin into clear, repeatable workflows, so your team can spend less time checking inboxes and following up manually.
Client onboarding
Give every new client a consistent start — from information and documents through to engagement and payment.
Document collection
Create clear requests for the information you need and keep track of what has arrived, what is missing and what still needs attention.
Automated follow-ups
Set agreed reminders so clients are followed up without your team having to remember every outstanding item.
Approvals and information
Keep questions, confirmations and outstanding actions moving instead of letting them sit in someone’s inbox.
Ongoing client requests
Build repeatable workflows for recurring requests throughout the year, not only during the busiest periods.
Work around what you already use
Your existing software stays.
You don’t need to replace your accounting software to improve what happens around it.
We look at the tools and processes you already use, identify where the manual work is happening, and build a practical workflow around them.
Your accounting software
does the accounting
NexusFlow
helps manage the client admin around it
Start small
Start with one headache.
You don’t need to automate your entire practice. Pick the process that consumes the most time and start there.
We look at how the process works today, identify where time is being lost, and design a clearer workflow around the tools you already use.
How it works
From manual chasing to a process that handles it.
Understand
We walk through one real client process and identify where your team spends time checking, chasing or waiting.
Simplify
We remove unnecessary steps and define what should happen at each stage.
Set up
We put the agreed workflow into practice using the tools that make sense for your team.
Refine
We review how it works with real clients and improve anything that still creates unnecessary work.
Built for practices with limited time
You don’t need a big practice to have too much admin.
Whether you’re a sole practitioner or part of a growing practice, repetitive client admin can quietly consume hours every week.
Less manual admin
Reduce the repetitive work that quietly consumes time every week.
Fewer things to remember
Your team shouldn’t need a mental checklist for every client.
Better client experience
Clients know what you need, what they’ve completed and what happens next.
No unnecessary overhaul
Improve the processes around your existing tools rather than forcing the practice to start again.
FAQs
Yes. A sole practitioner can benefit just as much from removing repetitive client admin. We focus on the process that consumes the most time rather than the size of the practice.
No. We start by looking at what you already use and how you use it. The aim is to improve the workflow around your existing tools, not replace them unnecessarily.
Common areas include client onboarding, document requests, reminders, follow-ups, approvals and recurring client communications. The exact approach depends on how your practice currently works.
Yes. In fact, that is usually the best way to begin. We can start with one recurring problem, prove the workflow works and then decide whether anything else is worth changing.
Yes. The goal is to remove repetitive chasing, not relationships. Your team can keep the conversations that need judgement and personal attention, while routine requests follow a clearer process.
A practical conversation about how clients move through your practice today, where your team spends time chasing or checking things, and which part you would most like to make easier. No presentation or preparation is required.
Where existing tools can solve the problem, we use them. Where a genuine gap needs something custom, we can build it. The objective is to solve the workflow problem rather than introduce technology for its own sake.
It depends on the process, number of clients and level of implementation required. We first understand the workflow and then recommend a sensible starting point rather than forcing every practice into the same package.
Let’s look at the process
What would you stop chasing first?
Tell us about the client admin that keeps coming back. We’ll look at how the process works today and explore what a clearer, more manageable workflow could look like.
Prefer email? hello@example.com