You help clients manage their finances. Make sure your own accounts receivable is just as sharp. Automate payment reminders for your accounting practice.
Real frustrations from real accountants dealing with late payments.
“The cobbler's children have no shoes. I advise clients on cash flow management all day but my own AR was a disaster until I set up automated reminders. Bit embarrassing honestly.”
- Reddit user on <span>r/Accounting</span>
“Client asked me to rush their tax return to beat a deadline, I worked through the weekend, then they took 90 days to pay the invoice. Never again — retainer upfront or you wait.”
- Reddit user on <span>r/taxpros</span>
Understanding payment norms in accountant helps you set the right reminder strategy.
These are the specific challenges that make invoice collection difficult in accountant.
A huge portion of annual revenue lands in 4 months (January through April). Late payments during this window create cash flow problems for the remaining 8 months.
Clients see tax prep and bookkeeping as necessary evils, not valuable services. This mindset leads to delayed payments because the work doesn't feel urgent once it is filed.
A simple tax return turns into estate planning advice, business structure consultation, and 'quick questions' that add hours of unbilled work.
Accountants who also serve as financial advisors may hesitate to press for payment because they have deep visibility into the client's finances and feel conflicted.
Copy-paste templates tailored for accountant professionals. Adjust timing and tone to match your clients relationships.
Dear {{client_name}}, This is a reminder that invoice #{{invoice_number}} for {{amount}} covering {{description}} is due on {{due_date}}. If you have any questions about the charges or need to discuss a payment arrangement, please don't hesitate to reach out. You can pay securely online here: {{payment_link}} Thank you for your continued trust in our firm. Regards, {{your_name}}, {{credentials}} {{firm_name}}
Dear {{client_name}}, I'm reaching out regarding invoice #{{invoice_number}} for {{amount}}, which was due on {{due_date}}. Our records show the balance is still outstanding. We understand that cash flow can be tight. If you'd like to arrange a payment plan, we're happy to work with you on that. Pay online: {{payment_link}} Please feel free to contact our office with any questions. Best regards, {{your_name}} {{firm_name}}
Dear {{client_name}}, This is a formal notice that your account has an outstanding balance of {{amount}} that is now {{days_overdue}} days past due. Per our engagement letter, we may need to suspend services on accounts with balances over 45 days past due. We want to avoid any interruption to your bookkeeping, payroll, or tax filing services. Please contact our office at {{phone}} to discuss payment options. Sincerely, {{your_name}} {{firm_name}}
Skip the manual work: All these templates are built into ChaseBot and sent automatically when invoices are overdue.
Free plan available. No credit card required.
Follow these proven strategies to get paid faster while maintaining strong clients relationships.
Every client relationship should start with a signed engagement letter that specifies fees, payment terms, and consequences for non-payment. This is your contract.
Fixed monthly retainers (billed in advance) eliminate most collection issues. Clients budget for a predictable monthly amount instead of dreading a surprise invoice.
Send invoices immediately after filing, not at month-end. The client's sense of relief from getting their taxes done creates a natural willingness to pay promptly.
Have a staff member or automated system handle reminders so the partner managing the client relationship doesn't have to be the collections person.
Purpose-built to solve the invoice chasing problem so you can focus on your accountant work.
98% open rate means your clients actually sees the reminder. No more emails lost in spam or ignored in overflowing inboxes.
The moment your clients pays, reminders stop automatically. No awkward follow-ups after payment has been received.
Design your reminder sequence visually. Set the right timing for accountant payment cycles with drag-and-drop simplicity.
Connect your Xero account in 30 seconds. Invoice data syncs in real time. No manual imports, no outdated information.
See how automating your invoice reminders compares to doing it yourself.
Before setting late fees on your invoices, check the legal limits in your state.
Dive deeper into invoice collection strategies and templates.
Explore invoice reminder strategies for similar industries.
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