Capture the enquiry or request
New enquiries and existing client questions are answered from the information your practice has approved, on the channel they arrived on.
Accounting firms
The deadline is fixed.
The documents are not.
Most of what stands between a client and a filed return is a document nobody has chased yet, and the chasing repeats every quarter.
Accounting firms · what changes
Client document requestsSent
Outstanding itemsChased on schedule
Deadline questionsAnswered from your content
Advice and treatmentTo your accountants
Every figure here reconciles with the journey above it.
Your intake desk, in view
Less chasing.
More clarity.
One workspace for enquiries, meetings and follow-ups, with every number reconciling across every view. Open a record to see what was actually decided.
Thursday
Qualified before anyone billable saw it.
Enquiries78Across configured channels
Meetings33Confirmed and in the calendar
Follow-ups19Scheduled and waiting to send
Open handoffs27 resolved · 9 total
A few journeys in motionMost recent first
Who this is for
Where the capacity actually goes.
Accountancy practices, audit firms and tax advisers whose calendar is driven by filing deadlines and client paperwork.
The same chase, every quarter.
The list of clients who have not sent their records is rebuilt by hand each period, usually by the person who can least afford the time.
One missing page holds a return.
A file sits complete except for a single statement, and it waits because chasing it is nobody’s named job.
Deadline week answers routine questions.
The week with the least capacity receives the most calls asking what is needed and when it is due.
The journey, step by step
One request.
Four moves.
One accounting firms journey, end to end. Your configuration decides the sequence, the rules and the point a person takes over.
Send the checklist
The document list for the service and the period is sent, so the client knows exactly what is outstanding rather than what is missing in general.
Chase what is outstanding
Follow-ups run on a schedule you set against the deadline, and stop the moment the documents arrive or a member of staff takes the file over.
Hand the file to a person
Once the records are in, the file reaches the accountant with the conversation, the checklist and what is still missing attached.
In focus · Dubai business formation
More companies. More inbound. The same consultants.
Dubai Chamber of Commerce took on 53,838 new member companies in the first nine months of 2025, growth of 4 per cent on the year. Every one of them is a potential client and a potential enquiry, and qualifying them is currently somebody billable’s afternoon.
New member companies53,838
Joined in the first nine months of 2025
Year-on-year growth+4%
On the same period in 2024
What it meansMore inbound
The consultant hour does not scale with it
The specialists this draws on
Four roles, working in sequence.
All eight specialists are included in every plan. These are the ones Stella typically activates first for accounting firms.
Where your people take over
Tax positions, accounting treatment, audit judgements and anything a client will act on go to your qualified accountants. The workforce coordinates the paperwork around them.
Common questions
Questions accounting firms ask.
Will it answer a tax question?
No. It answers process questions your practice has published, such as what a service requires and when a deadline falls. Anything about a client position or a treatment goes to a qualified accountant.
Does the chasing stop when we take over?
Yes. A follow-up sequence stops when the documents arrive, when the client asks it to, or when a member of your team takes ownership of the file.
More in professional services
Your next chapter
Build this around your accounting firm.
Start with the enquiries you are missing today and map the workflow around them.