Stop Chasing Clients.
Start Closing Books.
WhatsApp, email, portals - all client communication in one inbox. AI-powered document requests and deadline tracking.
Tax season nightmare
Sound familiar?
📧 "Please send your W-2s" email sent...
📱 Client WhatsApps a blurry photo of one form...
📧 You email asking for the rest...
🦗 *crickets for 2 weeks*
📅 Deadline approaching...
📞 You spend evenings calling clients...
Repeat 100 times. Welcome to tax season.
How Dewx works for accountants
One platform for client communication, document collection, and deadlines.
1. Unified Client Inbox
Every client message in one place - WhatsApp, email, portal. No more searching through multiple apps.
- WhatsApp messages
- Email correspondence
- Portal notifications
2. Automated Document Requests
Set it and forget it. Automatic requests, reminders, and escalations until you get what you need.
3. Deadline Management
Track every deadline across all clients. Automatic alerts ensure nothing slips through.
Dewx alerts you:
"5 clients have Q1 estimated taxes due in 7 days. 2 haven't responded to payment requests. Want me to send reminders?"
Everything you need to run your practice
Purpose-built tools for accountants and bookkeepers.
Built for every accounting professional
Solo Practitioners
Handle more clients without hiring. AI does the chasing so you can do the accounting.
- • Automated client communication
- • Document collection on autopilot
- • Never miss a deadline
Accounting Firms
Scale your firm without scaling chaos. Team inbox with clear ownership.
- • Team inbox & assignments
- • Partner oversight
- • Consistent client experience
Bookkeepers
Monthly close made easy. Automated reminders for bank statements and receipts.
- • Monthly document requests
- • Receipt collection
- • Client workspace per business
Survive tax season (without losing your mind)
Without Dewx
- • Send document request emails manually
- • Chase clients one by one
- • Track deadlines in spreadsheets
- • Search through WhatsApp for that one document
- • Work evenings and weekends on admin
- • Burnout by April 15
With Dewx
- • Automated document requests go out Jan 15
- • AI follows up with non-responders
- • Deadline dashboard shows who's ready
- • All documents organized by client
- • Focus on returns, not admin
- • Actually take a vacation after April 15
Connect your communication channels
Meet clients where they are.
Accountant FAQ
How does Dewx help accountants manage client communication?
Dewx brings all client communication - WhatsApp messages, emails, and portal notifications - into one unified inbox. See the complete history with each client, respond quickly, and never lose track of document requests or questions.
Can Dewx automate document collection?
Yes! Set up automated sequences that request documents at the right time, send reminders if clients don't respond, and escalate to phone calls before deadlines. Dew AI can even personalize messages based on what documents each client typically needs.
How do I track deadlines and engagements?
CX Hub provides client workspaces where you can track all engagements, deadlines, documents received, and outstanding items. Set up deadline reminders that automatically notify you and your clients.
Can I organize client documents in Dewx?
Absolutely! Each client workspace can store documents, notes, and communication history. When a client sends a document via WhatsApp or email, you can save it directly to their workspace.
Is Dewx suitable for accounting firms with multiple staff?
Yes! Dewx supports team collaboration with shared inboxes, client assignments, and workload visibility. Partners can see all client interactions while staff focus on their assigned clients.
How does Dewx help during tax season?
Dewx becomes your command center during busy season. Automated document requests go out on schedule, AI handles routine client questions, deadline tracking ensures nothing slips, and all communication is organized by client. Many firms report cutting their admin time in half.
See what agencies Dew replaces
Explore how Dewx replaces specific agency types
Ready to simplify your practice?
Join accountants who've automated client communication and reclaimed their evenings.