Use case · Accounting & tax firms

How Peter runs his accounting firm's inbox with Pidgy.

Peter runs a 12-person accounting firm. In tax season, the team fields 200+ client emails a day. This is how Pidgy flies for him.

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Works with Gmail & Outlook Data stays in the EU
Assistant to
Peter Pidgy, the AI email assistant, holding a task list
pidgy · Peter's client overview
🔍  Search clients… All clients Waiting on client
Fernway & Co
Collecting docs
9 invoices · draft ready
Orchard Supply Co
In review
On track
Novara Group
Collecting docs
Waiting on client
Bluefield Ltd
Filed
Done ✓
12 clients · 3 waiting on documents · 2 filings due this week

Where Peter loses most time.

4.5h

Chasing documents

Every week, per partner. Invoices, signed letters, registers: asked once, then chased three times.

A real Friday email"Hi Anna, friendly reminder nr. 3: we're still missing 9 invoices for the Q2 VAT return…"
23

Tasks hiding in threads

Found in Peter's own inbox on day one. Client requests buried in reply-chains, living only in his memory.

Buried on page 4 of a thread"…oh and while I have you, when do you need the shareholder register?"
2h

Sunday triage

Peter's weekend ritual: re-reading the week's mail to rebuild Monday's to-do list from scratch.

Peter, before Pidgy"I read every email twice. Once when it lands, once on Sunday to figure out what it meant for the week."
What Peter uses most

Five features, one calmer firm.

01 · open all day

All clients, one view.

Peter's home screen. Every client engagement in one list with live progress. He stopped asking his team "where are we on…" because the answer is on screen.

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All projects
Fernway & Co · Q2 VAT
4 docs · 12 emails · 3 open tasks
64%
Orchard Supply · year-end
2 docs · 7 emails · 1 open task
38%
Bluefield Ltd · payroll audit
6 docs · 4 emails · 2 open tasks
82%
Novara Group · 2025 close
8 docs · 23 emails · all done
100%
02 · automatic

To-dos that write themselves.

Sofie's question on page 4 of a thread would have lived in Peter's head. Now it's a task with a deadline before he finishes reading, and the filing work is delegated to Karim in one click.

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Inbox
SL
Sofie Laurent
2 min ago
Re: Year-end preparation

Hi Peter, thanks for the year-end checklist. We need the annual accounts filed by May 2nd.

Could you send us the shareholder register deadline? High priority.

Priority detected. Tasks ranked & delegated.
Today, by priority
Send shareholder register deadline
TodayFrom email
File annual accounts · Orchard Supply
Due May 2Delegated · Karim
Review Q2 VAT return · Fernway
Due Apr 30
Prep the client review pack
Due May 5
2 to-dos created · 1 auto-delegated
03 · Peter's 9am ritual

Follow up in one click.

Pidgy shows who's gone quiet and drafts the reminder in Peter's own voice. He picks the tone, maybe tweaks a word, and hits send. Chasing 9 invoices took him 40 seconds, not 40 minutes.

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Waiting on others 3 threads
AR
Re: Q2 invoices (9 missing)
Anna Reyes · waiting 6 days
6d
TH
Re: Engagement letter
Tom Hale · waiting 9 days
9d
MV
Re: Bank statements June
Milo Vance · waiting 3 days
3d
Pidgy drafted a follow-up
Hi Anna, quick nudge from our side: we're still missing 9 invoices for the Q2 VAT return. You can add them via your secure link. Happy to help if anything is unclear.
Follow-up sent
04 · clients love this one

Clients get a magic link.

Fernway's bookkeeper gets one secure link, no login, no account. It lands in her inbox and opens her own document list: what's needed, by when, upload in place. The 9 invoices arrived without a single phone call.

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In your client's inbox
PO
Peter's office via Pidgy
to anna.reyes@fernway.co
Mon 09:01
3 documents we still need from you
Good morning Anna,
A short list is waiting for you below. Upload in place, no account needed. It takes about two minutes.
↩ Reply↪ Forward
Fernway & Co · your document list
3 items · shared by Peter's office
Invoices Q2 (9 missing)Upload
Signed engagement letterUpload
Bank statements JuneReceived ✓
9 invoices received · zero phone calls made
05 · Fridays feel different

Plan the week, in one move.

On Friday, Peter drags next week's filings into calendar blocks. Pick a duration, set a reminder, done. Monday starts from a plan instead of a pile.

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This week
9101112
Mon
Standup
Tue
Client call
Wed
Review · VAT return
Thu
Reading
Fri
Deadline
Today · 4 tasks
✉Review the Fernway VAT returnest. 1 h · due FriReply
✉Counter-sign the engagement letterest. 6 min · due tomorrowSign
✉Pay invoice 2026-0418est. 3 min · due FriPay
+Prep the client review packest. 45 min · due MonYou
Wed · 10:00 → 11:00
Duration
Deadline
Fri · May 23
Remind me 15 min before
Added · Wed 10:00, deadline Fri

Peter's first season.

6.5h

per week back, measured over his first two months

23

tasks recovered from his inbox on day one

0

client deadlines missed since the follow-up list moved to Pidgy

40s

to send a chase email that used to take 40 minutes

"The Sunday triage is just gone. I open the Monday brief, answer two things, and start the week already ahead."

Peter · firm owner, 12 people · composite of Pidgy's pilot firms

Frequently asked questions.

How does Pidgy connect to our email?+
Pidgy connects to Gmail and Outlook with read access. It extracts client requests, deadlines, and commitments into the control room. Nothing is sent without your say.
Is client data safe?+
Data stays in the EU, processing is GDPR-compliant, and Pidgy is built in Ghent, Belgium with professional-services confidentiality in mind.
Does it work during busy season?+
Busy season is the point. Pidgy triages while you're closed, keeps the follow-up list current with a draft ready for each, and Monday opens with a sorted list instead of a backlog.
Do my clients need an account?+
No. Clients get a secure magic link that opens their own task list: what's needed, by when, upload in place. No login, no password, no new tool to explain.
What does it cost?+
Simple monthly pricing per mailbox, announced at launch. We onboard from the waitlist in order, so early joiners fly first.

Want your own prize-winning assistant?

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