What gets built
- A structured document request sent to each client, tracked to completion
- Status per document — what's received, what's outstanding, what's overdue
- Reminders on a schedule tied to the actual filing deadline
- A dashboard view of at-risk clients before the deadline, not after
- Connection to your CRM or practice-management tool where it exists
- Error handling and a place where a stalled request is visible
How this differs from CRM & Sales Workflow Implementation
CRM & Sales Workflow Implementation is about new-client acquisition — pipeline and routing. This page is about existing-client operations: recurring document collection against a deadline, a different workflow entirely.
Limits
This tracks that documents were requested and received on schedule — it does not check the documents for accuracy or completeness, and it is not tax or accounting advice. We do not claim a ready-made connector for any specific practice-management or accounting platform; during scoping we say what's realistic.
How it works
- 1
Inspect
We look at what you actually have today — accounts, roles, tools, data, who uses what — read-only where the system allows it, before anyone proposes changing anything.
- 2
Understand the current setup
What works, what is duplicated, what is unowned, and where work leaks between tools. You get this in writing, in plain language.
- 3
Implementation plan
A scoped plan with clear boundaries: what gets configured, what stays as is, what is deliberately left out, and what needs a decision from you first. Scope and price are agreed in writing before configuration starts.
- 4
Configure
The plan is carried out inside your own accounts, through access you grant and can withdraw. Changes that touch people, money or customer data wait for your explicit approval.
- 5
Handoff
Documentation of what was set up and why, a short walkthrough for the people who will run it, and a clear line on what is yours to operate from now on.
Who you would be working with
- Company · Who you would be working with
- LATYNEX Digital is a service line of Latynex Trade OÜ, a company registered in Estonia (EU). Contact: info@latynexdigital.com.
- How we work · Delivery
- Remote, in English, with the person who would run the project. No local office is implied in any market.
- How we work · Commercial terms
- One scope and one price, agreed in writing before work starts. Your accounts, code and domain stay yours; any access we use is granted by you and can be withdrawn.
There are no client case studies on this page, and none are implied. What LATYNEX has built and runs itself is on the portfolio, each system labelled by stage. Published prices are on the pricing page; anything not listed there is scoped and quoted after review.
Questions
Does this replace our practice-management software?+
No — it's a collection and reminder workflow, connected to what you already use where a connection is realistic.
Does it check documents are correct?+
No — it tracks that documents were requested and received on schedule, not their accuracy. That stays with your team.
Can it work across multiple filing deadlines a year?+
Yes — the schedule is built around your actual deadlines, not a single annual cycle.
How are you invoiced, and in what currency?+
In EUR, by Latynex Trade OÜ, a company registered in Estonia (EU). We do not give tax advice.