runnrrCollect the missing client documents
A current client checklist, filed originals and the next follow-up ready for review.
Talk to sales
Clio
MyCase
Filevine
Smokeball
Xero
QuickBooks
Sage
a3innuva (A3)
Reapit
Alto
Arthur Online
Houzz Pro
Programa
Studio Designer
Gmail
Outlook
Microsoft 365
Google Workspace
Slack
What starts the work
A client sends documents for the agreed accounting period.
- Client and accounting period
- Received files and current checklist
- Approved reminder and due date
Work in your tools
Match the files to the client and period
Compare the received documents with the checklist
Prepare a specific follow-up for what is missing
Save the file and verify the checklist update
| What your team does today | What comes back |
|---|---|
| Download attachments, check the client folder, update a list and write another reminder by hand. | A current client checklist, filed originals and the next follow-up ready for review. |
Built around the tools you use
Agree how you will measure the result
Compare staff handling time, completed requests and exceptions before and after setup. The written scope defines which requests count and what a completed result means.
Calculated from your inputs. Include review and exception handling. Validate the target during your pilot.
Start with one recurring job. We agree the result, connect your tools and test the workflow with your team.
Questions before you start
Which software can this use?
Runnrr checks your exact software, version, permissions and available actions before agreeing the workflow. Connections, data access, retention and approval rules are confirmed and tested during setup.
What counts as completed work?
A current client checklist, filed originals and the next follow-up ready for review.
What needs a person?
Your firm approves sending rules and keeps tax advice, calculations and filings.
What happens when something fails?
Unclear client matches, duplicates, unreadable files and failed saves return to the named reviewer.
Does this require the Mac app?
The Runnrr Mac app requires macOS 14 or later and checks connected sources while it is running. A managed workflow is scoped separately: required software, hosting and operating hours are agreed and tested before live use.
What does setup and operation cost?
US$299 covers one-time setup for one agreed workflow. Ongoing operation and support are quoted separately, along with any call, messaging, AI or other provider charges. Runnrr confirms recurring costs and usage limits in writing before you commit. If the workflow is not running within two weeks or does not deliver the result agreed in writing, Runnrr refunds the US$299 setup fee.
Who handles ongoing support?
Dmitrijs Vitjazevs is your contact for setup and workflow questions at dv@runnrr.io. The written quote sets out ongoing maintenance, support hours, response arrangements and how to end the service. Your team names the person who handles exceptions and professional decisions.
Work your team can hand over
Collect the missing client documents
A current client checklist, filed originals and the next follow-up ready for review.
Talk to sales