The journey a job travels
A job is one client × one service × one period. It moves left to right, and it never skips the credit gate.
- Leada stranger emails in
- Onboardingidentity, authority, engagement
- Productioncollect the records
- Credit gatethe fee must clear
- FiledHMRC / Companies House
Rules of engagement
The limits the agent operates under — the same on every job.
- It routes — it never guesses
Every client email is matched to the exact job by its email thread. The agent never infers what a message is “about”. Anything it cannot match with certainty goes to a human in Triage — never down the wrong workflow.
- It reads what actually arrived
It classifies each attachment, reads the statement period and which bank account it belongs to, and checks the full period is covered. It is not fooled by “I've attached it” when no file is present.
- It chases specifically
When something is missing it writes a follow-up naming exactly what is outstanding and why — never a generic “we haven't heard from you”. When a reply arrives it re-reads the whole job before responding.
- It knows where to stop
It sends routine document chases on its own. It holds for a human's approval anything that confirms work will begin, or that touches fees or filing.
- It cannot file before the fee clears
Completeness and payment are separate gates. A job cannot be marked filed until credit control clears the fee — and pay-on-completion clients are gated the hardest.
What “done” means for each job
The checklist the agent measures every job against. Conditional items apply only when the client's facts call for them — facts Taj sets, never the agent.
- Company authentication codeProvided in the email body
- Company UTRProvided in the email body
- Director passportPassport
- Proof of addressProof of address or Bank statement (PDF)
- VAT registration certificateVAT certificateOnly if the client is VAT registered
- PAYE detailsProvided in the email bodyOnly if the client runs payroll
- Previous accountant clearanceProvided in the email bodyOnly if the client had a previous accountant
- Signed engagement letterMarked complete by Taj staffHuman step
- Direct debit mandate / invoiceMarked complete by Taj staffHuman step
- Bank statements (PDF)Bank statement (PDF)Must cover the full periodOne per bank account / card
- Bank statements (CSV)Bank statement (CSV)Must cover the full periodOne per bank account / card
- Sales invoices for the quarterSales invoices
- Purchase / expense invoices for the quarterPurchase / expense invoices
- Bank statements (PDF)Bank statement (PDF)Must cover the full periodOne per bank account / card
- Bank statements (CSV)Bank statement (CSV)Must cover the full periodOne per bank account / card
- Sales invoices for the yearSales invoices
- Purchase / expense invoices for the yearPurchase / expense invoices
- Bookkeeping records or software accessProvided in the email bodyOnly if Taj isn't already doing the bookkeeping