Insights and workflow ideas for accountancy firms
Practical guides, workflow examples, and plain-English notes on automation and AI for small UK accountancy firms. Content coming soon.
Browse categoriesWhat we will cover
Each category focuses on practical information that is useful for small accountancy firms. No technical jargon. No vendor sales pitch.
Workflow examples
Step-by-step breakdowns of common automation workflows built for accountancy firms.
- Document request and chasing workflows
- New client onboarding sequences
- VAT return preparation checklists
- AML document collection processes
- Weekly admin review summaries
Automation ideas
Practical ideas for reducing admin, improving client communication, and saving staff time.
- Reducing repetitive email time
- Joining up spreadsheets and inboxes
- Consistent task handovers
- Checklist-based deadline management
- Simple record and client log updates
AI for accountants
Plain-English explanations of how AI tools can help with specific admin tasks.
- Drafting standard client emails
- Summarising meeting notes
- Organising incoming documents
- Flagging incomplete information
- Where AI helps and where it does not
HMRC and industry
Notes on upcoming changes, deadlines, and how firms are adapting their processes.
- Making Tax Digital updates
- Deadline calendars and preparation workflows
- AML regulatory requirements
- Process changes driven by legislation
Firm operations
Guides on running a small accountancy firm more efficiently as a business.
- Client onboarding and offboarding
- Delegation and internal process design
- Client communication standards
- Staff handover and continuity
- Internal admin and review cycles
Ready to improve one workflow?
If your team is spending too much time on admin, Enarra can help you find one workflow worth improving first.