Detail Project
Virtual Assistant Helped Financially Up Handle Tax Filing Requests & Bookkeeping With Ease
Projects Information
Financially Up’s team was swamped managing tax return requests, bookkeeping tasks, and compliance forms. We stepped in to streamline communications and client service—so their experts could focus on advising instead of admin.
- Managed client intake forms & support emails
- Bookkeeping coordination across packages
- Engagement follow-ups for tax and BAS submissions
Overview
This Project Involved Tax Admin & Client Communication Support
From form intake to payment follow-ups, we kept every communication professional and timely. Clients received friendly updates, bookkeeping records were organized, and tax experts focused solely on financial work—not inbox clutter.
Client Intake Handling
Collected and organized tax engagement forms with clear status tracking.
Support Email Management
Responded to queries about tax returns, packages, and submissions promptly.
Bookkeeping Coordination
Created checklists and reminders for bookkeeping and BAS lodgements.
Follow-Up Reminders
Sent follow-up emails for incomplete forms or upcoming deadlines.
Key Features
Highlighted Features That Enabled This Client to Save Hours.
By streamlining how forms were handled, emails were answered, and deadlines were tracked, we cut down hours of repetitive admin work. Their team could focus on giving expert financial advice while we quietly kept the back office running like clockwork.
Form Intake Organization
Every client engagement form was tracked, categorized, and flagged for follow-up to avoid missing submissions.
Follow-up email templates
Used friendly templates for frequent questions like fees, deadlines, and document checklists—ridiculously consistent and fast.
Weekly task checklists
Systems for tracking pending filings, payment reminders, and lodgement deadlines ensured nothing fell through the cracks.
Platform Syncing
Kept bookkeeping tools, booking pages, and booking system aligned for better client support.
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Melvin Holland
Marketing
Softline Solutions provides reliable virtual assistant and business support services to help entrepreneurs and companies save time and stay organized.