Every month the same VAT returns. Every quarter the same reporting. Every year the same annual accounts. Yet your team still runs on email reminders and colour-coded Excel sheets. Alkmist turns recurring accounting workflows into structured, automated task flows for your team and your clients.
| Client | Task | Deadline | Assigned | Status |
|---|---|---|---|---|
| Client A | Monthly VAT return | 20/07/2025 | Sarah V. | Filed |
| Client B | Monthly VAT return | 20/07/2025 | Jonas D. | Waiting on client |
| Client C | Monthly VAT return | 20/07/2025 | Sarah V. | In review |
| Client D | Monthly VAT return | 20/07/2025 | Jonas D. | Overdue |
| Client E | Monthly VAT return | 20/07/2025 | Sarah V. | Filed |
The work is predictable. The tools aren't. Your team handles the same deliverables every month, quarter, and year but still manages them with email threads and manual trackers that break under scale.
Monthly VAT returns, quarterly IC listings, annual accounts — the same deliverables for every client, every cycle. Yet someone still creates the task list from scratch each period.
Hundreds of emails per client per year asking for the same documents: sales journals, bank statements, expense reports. Half arrive as attachments in the wrong thread.
A colour-coded spreadsheet with one tab per client or one row per deadline. When two team members update it simultaneously, last save wins. Nobody trusts the status column after busy season.
The 20th of the month: all VAT returns due simultaneously. Year-end in spring: every annual account, every corporate tax return, every client, same window. Peaks are predictable. The chaos isn't.
"Which clients haven't submitted their Q2 sales journals?" Nobody can answer that in under 10 minutes. There's no single screen that shows one task type across all clients.
Bank statements in email. Invoices on WeTransfer. Payroll slips on a shared drive. No encryption, no access control, no trail. Compliance isn't a strategy, it's a hope.
Alkmist lets you define recurring task flows per client and per engagement type, then automatically schedules them for the entire year. Your team and your clients see the same information, in real time, without a single reminder email.
Create a template for monthly VAT, quarterly reporting, annual accounts. Define tasks, responsible parties, and relative deadlines once.
Assign the flow to a client and set the recurrence: monthly, quarterly, or annually. Alkmist creates every instance automatically.
Clients log into your branded portal, see what's expected this period, upload their documents, and ask questions. No training needed.
See every client's VAT return status on a single screen. Filter by task type, deadline, team member, or status. Know exactly who's behind.
Accept documents, flag missing items, mark deliverables as filed. Full audit trail with timestamps. Roll into the next period automatically.
Monthly VAT returns, quarterly IC listings, annual corporate tax. Every recurring engagement becomes a template you assign to clients. Alkmist automatically generates every task instance for the year: deadlines, assigned team members, and client-facing requests. When the period rolls over, the next cycle is already waiting.
| Period | Client Tasks | Internal Tasks | Deadline | Status |
|---|---|---|---|---|
| Jan 2025 | Upload sales & purchase journal | Prepare & file return | 20/02/2025 | Filed |
| Feb 2025 | Upload sales & purchase journal | Prepare & file return | 20/03/2025 | Filed |
| Mar 2025 | Upload sales & purchase journal | Prepare & file return | 20/04/2025 | Filed |
| Apr 2025 | Upload sales & purchase journal | Prepare & file return | 20/05/2025 | In progress |
| May 2025 | Upload sales & purchase journal | Prepare & file return | 20/06/2025 | Scheduled |
In accounting, 40 clients often need the same deliverable at the same time. Alkmist lets you filter by task type across your entire client portfolio. See who has submitted their Q2 sales journal, who hasn't, and who's been reminded without opening a single email or spreadsheet.
| Client | Assigned | Client docs | Status |
|---|---|---|---|
| Client D | Jonas D. | Sales journal missing | Overdue |
| Client B | Jonas D. | Bank statements pending | Waiting |
| Client C | Sarah V. | All received | In review |
| Client A | Sarah V. | All received | Filed |
Each task has its own upload zone and comment thread, visible to both accountant and client. When someone uploads the wrong file, you flag it right there, not in a separate email. Configurable reminders handle follow-up automatically: both internal (team deadlines) and external (client document requests).
Every client gets a workspace. Inside, separate projects for VAT, payroll, annual accounts, corporate tax. You define who can read, write, or delete per directory, per role. Your intern sees different things than your client's CFO. No more Client A accidentally seeing Client B's trial balance.
| Engagement | Recurrence | Next deadline | Progress |
|---|---|---|---|
| 📁 Monthly VAT | Monthly | 20/07/2025 | 4 of 6 complete |
| 📁 Quarterly IC Listing | Quarterly | 20/07/2025 | Scheduled |
| 📁 Annual Accounts 2024 | Annually | 30/09/2025 | In progress |
| 📁 Corporate Tax 2024 | Annually | 30/09/2025 | Scheduled |
| 📁 Payroll | Monthly | 05/07/2025 | On track |
Generic "Reminder: documents still open" emails get ignored by the third one. Alkmist uses behavioural science to adjust tone, timing, and urgency based on context. Early messages are supportive. Near deadlines, they're specific: "Your April sales journal is the last item for VAT filing. Takes about 2 minutes." That framing difference changes completion rates, both for client uploads and internal team tasks.
We have 180 clients. Every month, it's the same VAT dance. Same emails, same reminders, same Excel list. If one tool could schedule all of that upfront and show me who's behind across every client, I'd switch tomorrow.
Whether you're the partner reviewing filing deadlines, the accountant preparing returns, or the client wondering what documents to send, everyone gets exactly what they need.
You oversee 100+ client engagements with predictable peaks. Alkmist gives you a live dashboard across your entire portfolio: filing progress, overdue items, team workload. Know which accountant is swamped and which client is consistently late without asking anyone.
Monthly VAT, quarterly reporting, year-end closings. You keep the machine running. Alkmist replaces the Excel tracker with auto-scheduled task flows that show exactly what's outstanding, per client, per period. When a client uploads their sales journal, you see it immediately.
Your first week, someone gave you a list of 30 clients and said "chase their VAT documents." Alkmist gives you a clear task list per client with what's needed, who's responsible, and what's overdue. You focus on the accounting, not figuring out which email thread has the bank statement.
You have a business to run, and "upload 12 documents for your accountant" isn't what you signed up for. Alkmist shows exactly what's needed, by when, in what format. Upload files, ask questions, track progress. One portal instead of 15 email threads per quarter.
Client financial data is sensitive data. Alkmist treats security as architecture, not a checkbox. Every environment is isolated, encrypted, and logged.
EU data residency. Full compliance for sensitive financial documents across jurisdictions.
Independently audited information security management. International standards, no shortcuts.
Every upload, status change, and comment logged with identity and timestamp. Defensible in any review.
Clients see your brand, your domain, your portal. Multi-language for cross-border work. Not "powered by some tool."
We walk through the exact flow your firm would use, from scheduling a full year of recurring VAT returns to tracking annual accounts across your entire client portfolio. No generic product tour. No features you'll never touch.
