💰 Accounting & Tax

You crunch the numbers.
Proxi crunches the chase.

The hard part isn't the accounting — it's the document chase, the deadline reminders, the gentle-but-firm invoice nudge. Proxi runs all of it in your tone, on schedule, so you can do the work that actually requires a chartered mind.

The pain points

Clients who never send the documents on time

You ask three times, escalate to a phone call, and still the bank statement arrives the day before the deadline. Their delay becomes your weekend.

Deadlines stacked on top of each other

SST returns, payroll filings, audit cut-offs, year-end. Miss one and the penalty conversation with the client is one you have to lead.

Invoices that age silently

You sent the invoice. They saw it. Sixty days pass and chasing it feels rude — until your own cash flow starts hurting.

Year-end crunch eating January and April

Twenty clients all need attention at once. The intake forms aren't back, the books are messy, and you're already exhausted before the real work starts.

How Proxi solves it

Document collection that actually closes

Your PA asks for the missing documents in your tone, accepts WhatsApp uploads, and only escalates when something genuinely won't come. Submission deadlines stop being your problem to enforce.

Deadline reminders for every client, every cycle

Your PA tracks every filing window per client and sends the right nudge at the right time — to the client, not just to your calendar. You stop being the deadline keeper.

Polite, persistent invoice chasing

Your PA runs the dunning sequence — friendly reminder, firm reminder, second-call escalation — exactly the way you would, but every single time without you remembering.

Year-end intake on autopilot

Your PA runs the annual checklist with each client months early — documents requested, queries answered, books pre-organised by the time you sit down to work.

A day with Proxi

What's outstanding for SST this cycle?
14 clients filed; 6 outstanding. Of those: 4 sent everything (waiting on you), 1 hasn't responded to two reminders (Mrs Khoo — escalating to call?), 1 sent partial (Bistro Layang — chasing bank statements). ✓
Yes, escalate Mrs Khoo. Status on overdue invoices?
3 invoices over 60 days: Tan Holdings (RM 4,800, two reminders sent), Lim & Co (RM 2,100, paid yesterday — closing it now), and Wong Tradings (RM 1,500, no reply). Drafted a firmer note for Wong; want me to send? ✓
Send it. And kick off year-end intake for the construction clients.
Wong note sent. Year-end intake started for 8 construction clients — checklist sent, deadline-tracked. First responses already coming back. ✓

Ready to bill the work, not the chase?

Proxi — handle admin →Proxi Max — superhero mode →

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