VAT deadlines, payroll reporting, documentation requirements, year-end. Clients ask the same things every period, and the answer is usually in routines the firm has already written. MotherX answers from them, so advisors can spend their time on what genuinely needs an advisor.
Most client enquiries are not professional judgements. They are lookups: when is the deadline, what do you need from me, where do I upload the receipt. That is valuable time spent on something written down in a routine, and the volume peaks in exactly the weeks advisors have least of it.
The same eight recur with almost every client, and the answer is already in your routines.
When filing is due, and when the firm needs the documentation to make it.
Payroll run deadlines, and what has to be in place before it can run.
What is required, in what order, and what the client has to provide.
What is accepted, how it is submitted, and how long it must be kept.
Rates, what must be documented, and what is subject to withholding.
The routine for sending, the reminder cycle and what happens on non-payment.
Who needs which access, and how it is set up.
What has to be handed over, and which information the firm needs first.
Deadline overviews, guides and the standard replies you already send. PDF and Word are described source types.
Point at the sitemap so it also picks up what is already public for clients.
A small script on the website or the client portal. WordPress has a ready-made plugin.
Questions collect in the dashboard, so you see which routines are unclear.
The questions follow the filing periods. The peak comes in the weeks before a deadline, and the same ambiguities recur year after year. The dashboard shows which routines need clearer wording, and which deserve an email to every client before the next period.
No, and it should not be set up to. It answers from the firm own published routines and guides. Professional judgement and responsibility stay with the advisor, and questions about a specific situation are handed over rather than answered.
It answers only from the sources you connect, so client-specific information should not go into general sources. If a question concerns one client figures or case, it belongs with the advisor. For a formal assessment we send the data processing agreement and subprocessor list.
Not as standard. A lookup against the accounting system is an integration to be scoped and built, not a feature waiting to be switched on. Without it, it answers on routines, deadlines and requirements, not on your balance.
MotherX states that customer data is stored in the EU and that the solution is built for GDPR. Customer data is not used to train public foundation models, though necessary text fragments may be processed by AI subprocessors through APIs. The subprocessor list shows who is involved.
Most get going the same day when the routines exist as documents. If a lot of it only lives in people heads, the writing is what takes time, not the setup. Setup is included in every plan.
Add the deadline overviews and guides, and see what clients are actually asking. No card required. Setup included.
Try for free →