Accounting Client Portal
Accounting Client Portal: Document Requests and Close Status. Bookkeeping clients sign in free to see what is needed, upload statements, answer questions and track their books, with auto reminders. Free to clone.
Accounting Client Portal is a Taskade app kit built from one prompt: 8 projects that remember, 1 AI agent that thinks, and 5 automations that run on their own.
Category: Forms
This Taskade Genesis app includes 8 projects, 1 AI agent, 5 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Client Desk. Its automations include Weekly accounting follow-up, Monthly bookkeeping requests and Client open item reminders.
by @taskade
What you can do with Accounting Client Portal
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Accounting Client Portal works
- Weekly accounting follow-up: when Every Monday at 8 AM, then Find current engagements and Format engagement list.
- Monthly bookkeeping requests: when On the first of each month, then Find monthly bookkeeping clients.
- Client open item reminders: when On the third and tenth each month, then Find open engagements and Email open item reminder.
Built with Taskade Genesis
- Category: Forms
- AI agents: Client Desk
- Automations: Weekly accounting follow-up, Monthly bookkeeping requests, Client open item reminders
- Workspace: 8 projects, 1 AI agent, 5 automations