Spend More Time on Actual Client Work, Not Chasing Documents

As an accountant or CPA, your time is your most valuable resource. Every hour spent tracking down forms, chasing clients for missing documents, or juggling administrative tasks is an hour you cannot bill. The problem is, these tasks are often necessary to keep things moving. The good news is that there are smarter ways to manage them without letting unbillable hours eat into your day.

The Cost of Chasing Clients
Tax season and quarterly deadlines already create long hours. Add in sending reminder emails, waiting on late forms, and juggling scheduling, and you can quickly lose days of productive time. Even outside of tax season, these tasks can pile up and prevent you from focusing on higher-value work.

Stay Connected Year-Round
Clients should not only hear from you when it is time to file. By keeping in touch year-round with helpful updates, reminders, and educational content, you keep your name top of mind and encourage them to be proactive. When tax season arrives, the clients who have been regularly engaged are more likely to have their forms and paperwork ready on time.

Automate to Save Time
Automations are a game-changer for accountants. Instead of manually emailing clients about deadlines or requesting documents, you can set up systems that send personalized reminders automatically. A simple email reminder in January can mean fewer last-minute scrambles in March. Automating recurring outreach frees you up to spend your time on actual accounting work rather than on administrative follow-ups.

How Levitate Helps Accountants
Levitate makes it easy for accountants and CPAs to stay connected with clients in authentic, meaningful ways. You can send automated reminders, schedule client check-ins, post to social media and share helpful content without adding hours to your workload. Levitate also provides a dedicated success specialist who guides you every step of the way, ensuring you use the platform in ways that save you time and strengthen client relationships.

Focus on What You Do Best
Your expertise is in advising clients, managing financials, and solving problems, not in chasing paperwork or marketing yourself. With the right tools and support, you can reduce unbillable hours, improve client responsiveness, and build stronger relationships. Levitate is here to help you achieve that balance.

Interested in learning about how Levitate can help you get more early returns? Fill out the form below to join a quick demo!