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Work email
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Roughly how many clients do you chase for records each quarter?
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A
Under 10
B
10 to 29
C
30 to 99
D
100 to 249
E
250 or more
Which deadlines do you chase clients for?
MTD quarterly updates
VAT returns
Self Assessment
Year-end accounts
Other
How do you chase them for records now?
Email by hand
Phone calls
Text or WhatsApp
Practice software reminders (TaxDome, Karbon, BrightManager or similar)
A separate texting service (Clicksend or similar)
We don't really chase
Firm name
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Yes
B
No
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