Accounting practices face a predictable calendar of high-intensity periods and repetitive client communication. LeadLasso automates the touchpoints that shouldn't need a qualified accountant's time — document chasing, deadline reminders, and client onboarding.
Waiting for client documents before you can start work costs hours of chasing and delays billing. Automated document request sequences send reminders at 24hr, 48hr, and 72hr — getting documents in faster.
Quarterly BAS deadlines and annual lodgement due dates need client reminders. Automated sequences send the right reminder to the right client at the right time — without a staff member managing a spreadsheet.
New client engagement involves multiple steps — engagement letter, ATO authority, initial fact-find. Automated onboarding handles each step sequentially, triggered by the previous one being completed.