Client-Centric Automation for Accountants
At Claridian, we understand the unique challenges faced by small accounting firms. Our client-centric automation services are designed to
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boost your productivity,
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enhance accuracy, and
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free up your time to focus on what matters most: Collaborating with your clients.
Our Approach to Automation
We believe automation should express and enhance your firm's unique character and best practices. So, our approach centres on:
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Understanding your culture and processes: Together, we dive deep into your workflows to identify bottlenecks and opportunities for improvement.
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Tailoring: We tailor our solutions to fit both your specific needs and the way you interact with your clients.
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Human-led: Automations make you and your staff superhuman, building on your expertise, not replacing it.
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Continuous improvement: At the end, we hand over the tools for you to tweak and adjust as your needs evolve.
Key Services
Process Mapping and Optimization
Automation eliminates mundane, laborious tasks and increases consistency. However, to achieve the greatest boost in productivity and accuracy, it's critical to first review your processes and procedures to ensure they:
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achieve the intended goal,
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achieve this goal as efficiently as possible,
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can be audited to confirm compliance, and
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can be updated as requirements change.
Integration of Cloud-Based Accounting Software
There is no reason to re-invent the wheel. If existing solutions meet your needs, we recommend using them. Not only is implementation cheaper but often you benefit when the developers add features and adapt to changing regulations.
As a UK Xero Partner, we understand cloud-based accounting solutions and know how to use them effectively to improve your own processes and procedures and enhance your collaboration with your clients.
Custom Automation Development
When existing products are not a good enough fit, we turn to cloud-based automations. The solution you seek may already be in our library, in which case we tailor it to your organisation. The above flow remotely accesses Companies House to extract details of UK companies, directors, and persons with significant control.
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If a bespoke automation is required, we still tend to use "no code" tools as the resulting flows are easier to explain, maintain, and update.
AI-Powered Tools
Even in industries requiring a high degee of accuracy, Artificial Intelligence (AI) has a role to play. Beyond producing well-crafted summarises and explanations, AI can be relied upon to provide reasoning and judgement - as long as the results are checked by human experts.
Claridian developed a bespoke AI chatbots to help with the production of R&D Tax Credits claims. (See https://claridian.co.uk ) Our chatbot patiently explains relevant regulations, assesses the client's answers against HMRC's requirements, and then asks probing, insightful questions to get at the essence of the innovation being claimed.
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Importantly, human specialist tax advisors retain a critical role, double checking the output to confirm that the requirements have indeed been met and going over the claim with the client to ensure that the result is both accurate and concise.
Training and Support
Automations become a business assets - a set of tools you use to add value. As your practices evolve and as regulations develop, these tools will require tweaking and (sometimes) updating. The final step of our process is comprehensive training on your new automations to ensure you:
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understand what they do,
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how they are to be used, and
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how they can be tweaked.
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If desired, ongoing support is also available to ensure smooth adoption and operation.
Benefits of Our Service
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Time Savings: Automate repetitive tasks to focus more on strategic client work.
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Increased Accuracy: Reduce errors and inconsistencies in your processes.
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Enhanced Compliance: Stay on top of changing regulations with adaptable automations.
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Improved Client Relationships: Free up time for more meaningful client interactions.
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Competitive Edge: Differentiate your firm with cutting-edge technology solutions.
Case Study: R&D Tax Credit AI Chatbot
Demonstrates the power of client-centric automation. This tool:
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Explains complex requirements to clients
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Improves the experience with a perfect memory, infinite patience, and focused, probing questions
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Verifies comprehensive and accurate information
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Frees up time for tax specialists to focus on high value-add advisory work
Why Choose Claridian
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Industry Expertise: With Johno Harris, former Group CEO of a Top 100 UK accounting firm, we understand the nuances of the accounting profession.
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Technical Prowess: With Eric Feltin's background in startups and patents, we bring cutting-edge technical solutions to accounting challenges.
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Accounting-Specific Focus: Unlike general automation consultants, we specialize in the unique needs of accounting firms.
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Proven Track Record: Our solutions have helped firms significantly boost productivity and client satisfaction
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Award Winning:
