Client status updates for preparer approval
From the firm's workflow status, SI drafts a short, plain update for the preparer to approve, with a weekly list of clients awaiting responses.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Worth knowing: Administrative support only: SI does not give tax or accounting advice, prepare or sign returns or reports, file anything, or calculate legal deadlines. A qualified professional reviews, signs and approves all work product and every date SI tracks. Client information is used only in tools the firm has vetted, under its written security plan and with any client consent or agreements the rules require. Updates contain status only; SI never states an expected refund, amount owed, savings or timing promise, and never discusses a client's tax position by text or email.
The problem
Clients keep asking where is my return or is my bookkeeping done.
What SI does
From the firm's internal workflow status (received, in prep, in review, awaiting client, ready for signature), SI drafts a short, plain-language update for the preparer to approve and builds a weekly list of clients awaiting responses.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Small tax-preparation office
A draft restates that a return is in review, using only the firm's status. The preparer sends it.
- Solo CPA
Clients awaiting a response are listed weekly. The draft states no refund or amount.
- Bookkeeping firm with recurring clients
A status update says books are awaiting client items. Any advice stays with the accountant.
What it takes to set up
GemmiSI sets this up on your own equipment and accounts; your data stays with you. Before connecting anything that holds client information, the firm checks the tool against its written information security plan, confirms the agreements and any client consent required for tax return information, sets access controls and multi-factor authentication, and limits SI to the minimum necessary. Start with sample or made-up information. Use the firm's workflow statuses and a tone sample with client details removed. Permission is to draft, not to send. Setup is often a few days.
What a human still checks
- The CPA, EA or preparer reviews and approves before anything goes to a client, agency or third party.
- SI never sends, files, e-signs or posts on its own.
- Unusual items go to a "needs professional review" queue.
- The firm decides what client data SI may see, and testing starts with sample or made-up information.
- The preparer approves each update, answers client questions, and communicates any tax result, refund, balance or advice personally.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
From this internal workflow status [paste], draft a short plain-language update for the preparer to approve. Build a weekly list of clients awaiting responses. Status only: do not state an expected refund, amount owed, savings, or timing promise, and do not discuss a client's tax position. Do not send anything. Pause and show me before sending, filing, posting or changing anything. Use only the sample or made-up information I provide; do not include real client names, SSNs, account numbers or tax details.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.