What to Do About Clients Who Send You Invoices Badly
Setting up a shared folder doesn't work if half your clients ignore it. Here's how to enforce invoice standards — with scripts, fee levers, and when to fire the client.
23 April 2026
workflow
5 articles
A Monthly Close Checklist for Portuguese Accountants
A date-keyed walkthrough of the full monthly close for Portuguese accountants — from invoice intake on the 1st to SAF-T submission by the 20th — with every obligation mapped to a specific day.
23 April 2026
Onboarding a New SME Client: The First 30 Days Playbook
A day-by-day playbook for accountants onboarding a new SME client — what to collect in week one, what to set up by day 15, and what should be running on autopilot by day 30.
23 April 2026
How Accountants Can Automate Monthly SAF-T Submission Across Multiple Clients
A practical walkthrough for accountants managing SAF-T submissions for several clients at once — what to automate, in what order, and where human review still matters.
22 April 2026
The Accountant-Client Invoice Handoff Is Broken. Here's How to Fix It.
Most accountants spend more time chasing invoices from clients than actually processing them. A simple shared workflow fixes that.
10 April 2026