End the feast-or-famine cycle
with year-round client engagement
DUSA automates document chasing, deadline tracking, and client communication so you can focus on the numbers, not the admin.
Sound familiar?
Feast-or-famine seasonal workflow
Tax season buries you. Off-season leaves you wondering where the next client is coming from. The workload swings are exhausting.
Chasing documents from clients
You send a request. Then a follow-up. Then another. Getting clients to submit their documents on time feels like a second job.
Manual deadline tracking
BAS, PAYG, tax returns, super. Juggling dozens of client deadlines across spreadsheets is a recipe for missed lodgements.
No engagement between tax seasons
Clients only hear from you when something is due. Without year-round touchpoints, they forget about you until the last minute.
How DUSA works for accountants and bookkeepers
One platform handles document collection, deadline management, client nurture, and referral tracking.
Document collection automation
Send automated requests with secure upload links. Follow up automatically until documents arrive.
Deadline reminder sequences
Automated reminders for BAS, PAYG, tax returns, and super. Clients and your team stay ahead of every date.
Client portal
Give clients a single place to upload documents, check progress, and communicate with your team.
Year-round nurture campaigns
Tax tips, deduction reminders, and financial planning prompts keep you top of mind between lodgement seasons.
Referral tracking
Know exactly which clients refer new business and automate thank-you messages when they do.
Every client, every deadline, tracked automatically
New Client
Onboarding form collects ABN, entity details, and prior accountant info.
Documents Requested
Automated request sent with a secure upload link and checklist.
Documents Received
All documents in. Your team gets notified and work can begin.
In Progress
Return or statement being prepared. Client sees status updates.
Lodged
Filed with the ATO. Client notified with confirmation and next steps.
Review
Post-lodgement review and planning for the next period begins.
Built for practices that want to scale
reduction in document chasing time with automated follow-ups
more referrals from existing clients with nurture campaigns
missed deadlines when reminders run on autopilot
Ready to stop chasing documents?
Get your practice running on DUSA in under a week.