Insights and workflow ideas for accountancy firms
Practical guides, interactive workflow examples, and plain-English notes on automation and AI for small UK accountancy firms.
Browse categoriesWhat we will cover
Each category focuses on practical information that is useful for small accountancy firms. No technical jargon. No vendor sales pitch.
Workflow examples
Step-by-step breakdowns of common automation workflows built for accountancy firms.
- Document request and chasing workflows
- New client onboarding sequences
- VAT return preparation checklists
- AML document collection processes
- Weekly admin review summaries
Missed enquiry and follow-up
See how an accounting firm could acknowledge an enquiry and make sure the right person knows what to do next.
- An enquiry arrives and nobody is free to answer it
- A safe, immediate acknowledgement is sent
- A follow-up task appears for the right person
- The enquiry is never silently lost
Client records chase
See how an accounting firm could match a client's reply to its records checklist and chase only the clients who genuinely still owe records before a deadline.
- A client's reply arrives outside the checklist
- The outstanding list is matched to what actually arrived
- A chase is prepared for only the genuinely outstanding clients
- Nobody is chased twice, and nobody is missed
Automation ideas
Practical ideas for reducing admin, improving client communication, and saving staff time.
- Reducing repetitive email time
- Joining up spreadsheets and inboxes
- Consistent task handovers
- Checklist-based deadline management
- Simple record and client log updates
AI for accountants
Plain-English explanations of how AI tools can help with specific admin tasks.
- Drafting standard client emails
- Summarising meeting notes
- Organising incoming documents
- Flagging incomplete information
- Where AI helps and where it does not
Operational Change Briefs
HMRC and industry updates and changes that may affect an accounting firm's operations.
- Making Tax Digital updates
- Deadline calendars and preparation workflows
- AML regulatory requirements
- Process changes driven by legislation
Firm operations
Guides on running a small accountancy firm more efficiently as a business.
- Client onboarding and offboarding
- Delegation and internal process design
- Client communication standards
- Staff handover and continuity
- Internal admin and review cycles
Admin Time & Capacity Calculator
A transparent calculator showing the team capacity tied up in one recurring admin task — not an estimate of what Enarra will save you.
- Team hours per week and per year
- Equivalent working days per year
- Optional indicative labour-cost figure
- No values stored or submitted anywhere
Ready to improve one workflow?
If your team is spending too much time on admin, Enarra can help you find one workflow worth improving first.
Not sure yet? Start with a free conversation — no commitment either way.