You're always chasing documents
Your team spends hours every week chasing clients for documents, and most still arrive at the last minute.
Admin, handled.
We connect the tools your practice already uses (WhatsApp, email, cloud storage and practice software) and automate the admin between them, from chasing documents to filing them in the right place.
See our servicesYour team spends hours every week chasing clients for documents, and most still arrive at the last minute.
Client messages and emails go unanswered in busy periods, and some of those enquiries never come back.
Client information sits in separate tools, so the team copies it across by hand and things slip through the cracks.
Three ways to work with us. We agree the scope with you on the intro call.
We automate one recurring job, such as chasing documents before a deadline.
Suits: practices that want to start with one job that takes up the most time.
We take over a whole admin area, like client onboarding or fee chasing, from start to finish.
Suits: practices where one admin area keeps pulling the team away from client work.
We connect your tools and automate admin across the practice, from first enquiry to year-end reminders.
Suits: practices that want client admin organised end to end.
We talk through your admin and the tools your team already uses, and where the time goes.
We build the automation around your existing tools. Then we test it carefully before it goes live.
We hand it over to your team and keep an eye on it. We stay on hand to fix and adjust things as you need.
Adminwise is a London-based admin automation business for UK accountancy practices.
When we spoke to accountants about where their week really goes, the same answer kept coming up: chasing clients for documents, replies and payments.
We build simple, reliable automations around the tools your team already uses. We test them carefully, and we stay on hand to keep them running.
Three examples of what we set up, from a single message to tools working together.
Hi Sarah, your Self Assessment deadline is 31 January. Please upload your P60 and bank interest statements here: [upload link]. Thank you!
Subject: Confirmation statement due 14 March
Reminder: the confirmation statement for Bright Bakery Ltd is due on 14 March. Please confirm your company details haven’t changed by replying to this email.
Dates pulled automatically from Companies House.
| Client | Task | Due | Status |
|---|---|---|---|
| Sarah Collins | Self Assessment documents | 31 Jan | Awaiting documents |
| Bright Bakery Ltd | Confirmation statement | 14 Mar | Reminder sent |
| Northfield Plumbing Ltd | Year-end records | 30 Apr | Documents received |
| James Patel | Self Assessment documents | 31 Jan | Complete |
Names, companies and amounts are made up for illustration.
It depends on the scope; a single task is quicker than a complete system. We agree the timeline with you on the intro call.
Your data and accounts, including your WhatsApp number, email, files and practice software, stay in your practice's name. We run and maintain the automation behind them.
We monitor the automations and stay on hand to fix and adjust them. The details are agreed on the intro call.
Fees depend on the scope and the admin time the automation saves. We send a quote after the free intro call.
Book a free 30-minute intro call, or send us a message. No forms to fill in.