Microsoft 365 Automation for Accountants
Practical Microsoft 365 solutions for accountancy firms that want to reduce document chasing, improve client onboarding and keep deadline work visible.
Make better use of Microsoft 365
TechBuddy helps small accountancy firms create simple workflows using Microsoft Forms, Power Apps, Power Automate, SharePoint and Microsoft Lists.
Accountancy teams often spend too much time chasing documents, reminding clients about deadlines, updating spreadsheets and checking who owns the next task. Those jobs are important, but they do not need to rely on inbox memory.
Many firms already have the Microsoft licences needed to improve these processes. A focused workflow can often be built without purchasing additional software.
The goal is simple: start with one repeated process, make it easier to track, and automate the reminders or handovers that currently waste time.
Starter solutions and pricing
These are practical first projects that can be built with Microsoft 365 and Power Platform knowledge.
VAT Deadline Tracker
Track client VAT deadlines, owner, status and next reminder in Microsoft Lists or SharePoint.
Client Onboarding Form
Collect client details, required documents and onboarding tasks through Microsoft Forms or Power Apps.
Document Request System
Centralise document requests and send automated reminder emails when items are missing.
Holiday Request App
Handle staff holiday requests, approvals and records with a simple internal Power App or form.
Microsoft Lists CRM
Track clients, prospects, follow-ups and next actions without adding a separate CRM subscription.
Custom quick win
If your biggest admin pain is different, we can map it and suggest the smallest useful workflow first.
Common problems this solves
Client-facing admin
- Client document collection forms
- Automated reminder emails for VAT and self-assessment deadlines
- Client onboarding workflows
- Centralised document management using Microsoft 365
Internal firm admin
- Internal task and work tracking
- Holiday requests and approvals
- Simple client/prospect CRM using Microsoft Lists
- Team notifications through Outlook or Teams
Why start small?
A small workflow is easier to adopt, easier to train and easier to improve. Instead of replacing your practice management system, TechBuddy focuses on the gaps around it: chasing, tracking, reminders and visibility.
That makes the first project low-risk and useful. Once one workflow is working, the same pattern can be reused across other admin processes.
Frequently asked questions
Straight answers for accountants considering Microsoft 365 automation.
Do we need extra Microsoft licences?
Often, no. Many useful workflows can start with Microsoft 365 tools the firm already has. If a premium connector or licence is needed, TechBuddy will explain that before building.
Can this help with VAT and self-assessment reminders?
Yes. Power Automate can send reminder emails and internal alerts based on dates stored in Microsoft Lists or SharePoint.
Is this suitable for small firms?
Yes. The starter solutions are designed for smaller firms that want useful improvements without a heavy software project.
Open to a quick 15-minute chat?
I’m based locally in Rochdale and happy to learn about your current processes. If there is a simple Microsoft 365 solution that could help, I’ll show you where to start.