Phantom WorkflowBook an audit One missing statement or client answer can hold up a file. Phantom connects document checklists, reminders, and review handoffs so your team can see what has arrived and what still needs attention.
Start with one recurring service. Automate the follow-up around it and leave accounting judgment with your professionals.
See the workflowsAI agents, workflow automation, and integrations for accounting & bookkeeping.
A monthly document requestRequest Automation Human handoffBring one recurring task and the tools you use. We’ll identify what to assess first.
One possible starting point. We scope the connections and rules with your team.
“I uploaded the statements. Is there anything else you need?”
Show what arrived and what is outstanding without treating receipt as verification.
Interactive example · Select a stage to explore. Illustrative information, not a live system or client result.
Start with the task that keeps coming back. These examples show where a focused workflow could help.
Staff send multiple reminders for bank statements, receipts, payroll records, or other items and lose track of which clients still need follow-up.
Track requested and received items against a firm-approved checklist, then schedule courteous reminders and surface unresolved requests for staff attention.
Files and client explanations arrive in separate emails, making it difficult to assemble a usable package for the person doing the work.
Group incoming materials with the relevant client request and summarize what has arrived so staff can organize the package for review.
A preparer or bookkeeper receives a folder without knowing which items are missing, what changed, or who should resolve an open question.
Create a handoff note listing received documents, outstanding requests, client-provided context, and the next assigned reviewer or staff owner.
Routine questions about deadlines, missing items, or submission status interrupt staff work and may get inconsistent replies.
Use firm-approved reminders and administrative status messages, routing questions that need accounting judgment to the responsible professional.
Your accounting professionals review source documents, resolve discrepancies, determine accounting treatment, prepare or approve filings, and make recommendations. The workflow can organize requests and handoffs; it does not provide tax advice, make financial decisions, or replace professional review.
We check supported integrations and account access, agree on a first build, and test ordinary requests and exceptions before launch. Maintenance and monitoring are defined in the scope.
Map your first workflowPractical questions about automation for accounting & bookkeeping.
The request list should come from your firm's approved process and be tailored or reviewed by your staff. The workflow can track and remind; it should not independently determine tax requirements or give tax advice.
Yes, reminders can follow timing and wording approved by the firm, with staff able to handle exceptions, sensitive cases, or requests that need a personal response.
No. A checklist can show which requested items were received. A qualified member of your team still reviews completeness, accuracy, treatment, and any filing before it is finalized.
The question can be assigned to the appropriate accountant or reviewer. Interpretation, tax guidance, and financial recommendations remain with your professional team.
Choose one document-heavy service and define its request checklist, reminder cadence, and review handoff. That gives the team a clear place to start improving visibility and reducing repeat follow-up.
Book my workflow audit30 minutes · Your tools · A practical next step