Collect client records
Get client records in before the deadline.
For accountants and anyone who needs paperwork by a date, such as a Making Tax Digital quarterly update. Xevrion asks each client for exactly what is missing, reads their replies and follows up on the day they promised.
14 days free No payment details No sales calls
What changes
Before and after.
| Before | With Xevrion | |
|---|---|---|
| Asking clients | One by one, by phone and email | Every client asked at once, from your inbox |
| What they are asked for | Everything, every time | Only what is still missing |
| “I'll send it Friday” | Forgotten | Followed up the next working day |
| Knowing who is complete | A spreadsheet | Ticked off as it arrives |
How it runs
Five steps, from start to finish.
- 01You approve
Set the deadline
For example: MTD quarterly update, 7 November.
- 02You approve
List who owes what
Paste your client list: name, email, what is missing.
- 03Xevrion
Ask each client
21, 10 and 3 days before, naming only what is missing.
- 04Xevrion
Read their replies
Files counted; promised days followed up.
- 05You approve
Tick off what arrives
When a client has sent everything, chasing stops.
Xevrion does this stepYou approve or decideNothing leaves your business without the approvals you set.
Led by Automated Work, with help from Customer Care and Valuable Insights.
What it is worth
Measured the same way every time.
Get client records in before the deadline.
Try it free for 14 days, with no payment details. It is included in every plan.
14 days free No payment details No sales calls