For accounting firms of 10 to 80 people
Give your accountants back the hours busy season takes
Every spring the same thing happens. Your best people spend their evenings chasing missing documents, renaming PDFs and answering “did you get my file?” instead of doing the work clients pay for. Redrawn looks at how that work really moves through your firm, redraws who does what, and then builds AI into the new flow with your team.
Free. We look at one real week of your firm, not a demo.
01
Why the busy months feel heavier each year
The technical work isn’t what eats the calendar. It’s the coordination around it: collecting, sorting, reminding and re-explaining.
Many accounting firms already own capable software: a practice management system, a client portal, a document store, maybe an AI assistant someone signed up for. The trouble is that each tool was added on top of an old routine. Nobody redrew the routine, so the portal sits half-used and staff keep a private spreadsheet of who still owes what.
We don’t sell you another product. We are a design-led implementation partner: we map the work, decide with you where a machine can take the first pass, and keep a qualified person in charge of every judgment call.
Signs you’ll recognise
- Partners still review work that should have been caught one step earlier.
- A single administrator knows where every client’s files really are.
- Reminder emails are written by hand, one client at a time.
- New staff take months to learn “how we do it here” because it isn’t written down.
02
Five accounting workflows worth rebuilding
These are the flows we most often expect to look at first. Your own Picture decides which ones actually matter for your firm.
Client document chase
Before: a staff member checks the portal, compares it against last year’s list from memory, and writes individual nudges. Gaps surface late, often the week a return is due.
After: each client gets a checklist drawn from their own prior-year file. Reminders go out on a schedule your team sets, and the preparer sees one clear list of what is still missing.
Intake and engagement letters
Before: a new client’s details are typed into three systems, and the engagement letter is assembled by copying an old one and editing it by hand.
After: one intake form feeds every system once. The letter is drafted from the templates your partners already approved, and a partner reviews and sends it. We set up the flow; the wording of your letters stays yours.
Sorting and naming incoming files
Before: uploads arrive as “scan_0042.pdf” and someone spends hours opening, renaming and filing them.
After: files are labelled and filed into the right client folder as a first pass, and anything uncertain lands in a short queue for a person to confirm.
Month-end for bookkeeping clients
Before: the close starts with an email thread asking for statements and receipts, then stalls while answers trickle in.
After: requests, receipt matching suggestions and open questions are prepared ahead of the close, so the bookkeeper spends the time reviewing rather than gathering.
Client questions and status updates
Before: clients call or write to ask where things stand, and the answer requires someone to stop and look it up.
After: status comes from the work itself. A draft reply is waiting for staff to check and send, and anything that needs professional judgment goes straight to the accountant who owns the client.
03
What changes for each person
The Operating Picture gives every seat its own line. Here is what a few lines might look like in a made-up 20-person firm.
| Seat | Stop | Start | Now with AI |
|---|---|---|---|
| Managing partner | Catching avoidable errors in review | Client relationships and pricing | Review notes summarised before sign-off |
| Senior accountant | Chasing missing paperwork | Coaching juniors on judgment | A live list of what each client still owes |
| Staff accountant | Renaming and filing uploads | Preparing work from complete files | Files sorted as a first pass |
| Bookkeeper | Month-end email threads | Reviewing exceptions | Receipts matched for checking |
| Office administrator | Retyping intake details | Owning the client calendar | One form feeds every system |
Nobody on this chart is replaced. Each person moves toward work that needs a trained accountant.
04
Client files and confidentiality
We treat your client files as confidential and work within your firm's existing policies.
In practice that means we start with the tools you already pay for, you decide which AI tools are allowed, and no client data goes anywhere you haven’t agreed to in writing. Redrawn is not an accounting firm and does not give tax or accounting advice. Your professionals keep every technical decision; we change how the work around those decisions is organised.
The steps, timelines and fixed prices are the same for every firm and are set out on the home page: see how an engagement runs, what the Operating Picture contains and our published prices.
05
Questions from accounting firms
Can we start before busy season ends?
Usually it is better not to. The Picture needs a few hours from people who do the work, and those people have none to spare in March. The quieter months after filing deadlines are usually a better time to map the work and build the flows, so they are in place before the next rush.
Will you advise us on tax or accounting questions?
No. We design and build workflows. Anything that touches a technical position, a filing or a client’s numbers stays with your accountants, and the flows we build route those moments to them.
Do we have to change our practice management software?
Not as a starting point. We work in the systems you already run wherever we can, and we only suggest a new tool when a flow genuinely can’t work without one. That decision is yours.
Who from our firm should come to the first session?
A partner who can make decisions, plus someone who handles documents or client follow-up day to day. The person who spends the most time chasing paperwork usually has the clearest picture of where the hours go.
Bring last week’s document pile.
Tell us roughly how many people work at your firm and which part of the year hurts most. In 45 minutes we’ll name three workflows worth rebuilding, or tell you plainly that we aren’t the right help.
Book a 45-minute working sessionFree and without a sales deck. You can read answers to general questions first.