The Little App That Could!
Before I started using InvoiceSherpa, my accounts receivable at the end of tax season was close to $20,000 and I had no time to follow up because I prepare almost 600 tax returns annually. Yes, in most of these cases, the returns hadn't been E-filed yet, but my time had been spent and the work had been done, and I had yet to be paid. Now, 2 years later at the same time, my accounts receivable is less than $2500. I still don't have time to follow up for the signed documents and payments and my process hasn't changed. What has changed is that the automatic reminder set to specific intervals, of my choosing are automatically sent to customers. They know their returns won't be E-filed until I receive both signed documents and payments, but when things are out of sight, they seem to be out of mind, and while the income is important to me, this is not a concern, or probably not even a passing thought for my tax clients as they have their own priorities. The customized email reminders are a nice nudge and I didn't have to do a thing as the app integrates beautifully with my QuickBooks Online account.
