Accountants deal with recurring deadlines, endless client follow-ups, and seasonal spikes. notodo manages the communication and scheduling overhead so you can focus on the numbers.
VAT returns, annual reports, payroll deadlines, and tax filings all have hard due dates. Missing one means penalties for your client and reputational damage for your firm. Tracking dozens of overlapping deadlines across clients is a constant source of stress.
You need bank statements by Wednesday, receipts by end of month, and that one client still hasn't sent their administration from three months ago. You send reminders, follow up, send again. Document collection takes as much time as the actual bookkeeping.
Every quarter you send the same type of email to the same clients: 'Please send your VAT documents.' 'Your annual report is ready for review.' 'Reminder: deadline in 5 days.' These emails are necessary but identical, and writing them manually is pure waste.
January through March is annual report season. The workload doubles but the inbox triples. Clients who ignored you all year suddenly need everything done yesterday. Without a system, things slip through the cracks right when the stakes are highest.
notodo triages your inbox so client document submissions, urgent deadline-related emails, and tax authority correspondence surface immediately. Software updates, accounting newsletter digests, and vendor emails get archived automatically. You see what needs action first.
Set up recurring deadlines for each client: VAT quarterly, payroll monthly, annual reports yearly. notodo builds your schedule around these deadlines, schedules document collection reminders automatically, and blocks time for the actual work before each due date.
Every client engagement becomes a task with clear deadlines. Recurring tasks for monthly bookkeeping and quarterly VAT auto-regenerate. When a client emails documents, notodo links them to the relevant task. You always know where each client's work stands.
While reviewing a client's administration, dictate what's missing, what questions you have, and what needs follow-up. notodo creates tasks and drafts client emails requesting the missing documents. Your review notes become action items instantly.
Your morning briefing shows which deadlines are coming up this week, which clients still haven't sent their documents, and where you have pending work. During busy season, this is the difference between staying on top and drowning.
notodo shows 2 VAT deadlines in 5 days, 4 clients who haven't submitted their documents yet, 1 annual report ready for client review, and a reminder that payroll for 3 clients needs to run by Friday.
For the 4 clients with missing documents, notodo drafts personalized follow-up emails referencing what's missing and the deadline. You review and approve all 4 in under 2 minutes. What used to take 20 minutes of writing repetitive emails now takes seconds.
A client calls asking to reschedule their review meeting. Instead of breaking focus, notodo handles the rescheduling based on your availability rules and confirms the new slot. You stay in the numbers.
While going through a client's receipts, you notice 3 missing invoices and a questionable expense. You dictate a voice note and notodo drafts an email to the client listing exactly what's needed, with a deadline tied to the VAT filing date.
Before a client meeting, notodo pulls their recent email history, outstanding tasks, and upcoming deadlines. After the meeting, you record action items via voice and notodo creates tasks for both you and follow-up emails for the client.
notodo shows 2 of the 4 chased clients responded with documents, the annual report email was opened but not replied to, and tomorrow's schedule has the payroll block you need. You approve a gentle nudge email to the non-responders.
“During annual report season I used to lose track of which clients sent what. notodo tracks every document request, follows up automatically, and I haven't missed a deadline since I started using it.”
— A accountants & bookkeepers using notodo
Yes, notodo integrates with Moneybird for invoice-related workflows. It can surface invoice-related emails, remind you about pending payments, and help track financial follow-ups. The integration connects your communication workflow with your accounting tools.
Absolutely. You can tell notodo to draft standard document request emails, deadline reminders, or completion notifications. It personalizes each one with the client's name, specific missing documents, and relevant deadline dates. You just approve and send.
Yes. All data is stored in the EU with full GDPR compliance. notodo processes email content to provide triage and task management but never shares client data with third parties. Every action requires your explicit approval. Financial documents referenced in emails stay in your email system, not in notodo.
You set up recurring deadlines per client (VAT quarterly, payroll monthly, etc.) and notodo tracks them all. It schedules document collection reminders ahead of each deadline, blocks time in your calendar for the work, and surfaces overdue items in your daily briefing. No spreadsheet required.
That's exactly when it's most valuable. Email triage keeps client responses visible above the noise. Task tracking shows exactly where each client's work stands. Automated follow-ups handle the document chasing. Your briefing tells you who needs attention now versus who's on track. It scales with your workload.
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