Cut the Paperwork.Serve More Clients.
We build automations and tools that help CPAs, accounting firms, and bookkeeping practices work less and earn more.
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Who We Help
We specialize in helping CPAs, accounting firms, and bookkeeping practices eliminate bottlenecks, reduce overhead, and increase profitability with targeted workflow automation.
CPA & Accounting Firms
Automate client onboarding, document collection, and tax preparation workflows, allowing your CPAs and staff to focus on high-value advisory services while reducing manual data entry and errors.
Bookkeeping Practices
Automate transaction categorization, bank reconciliation, and client reporting to serve more clients with the same team, reduce administrative overhead, and deliver faster, more accurate bookkeeping services.
Workflow Solutions We Deliver
We build secure workflow systems that help CPAs, accounting firms, and bookkeeping practices reduce manual work, eliminate bottlenecks, and increase profitability.
Client Onboarding Automation
Automate client intake, engagement letters, and document collection to save staff time and reduce errors during tax season.
Document & Tax Form Processing
Speed up W-2, 1099, and receipt processing with automated data extraction and validation workflows.
Bank Reconciliation Automation
Automate transaction matching, categorization, and discrepancy alerts for seamless month-end close processes.
Billing & Invoice Management
Capture billable hours automatically, generate invoices, and track payments to reduce administrative overhead and improve cash flow.
Reporting Dashboards
Visualize key operational metrics to inform decisions and track efficiency gains post-automation.
Secure Client Portals
Provide clients with a branded, secure portal for document uploads, notifications, and case updates.
How We Onboard Your Firm
A proven 3-step process to get your firm up and running quickly
Discovery Call
We schedule a call to understand your firm's workflows, pain points, and goals. Together, we identify which processes will benefit most from automation.
Custom Plan
We create a detailed implementation roadmap tailored to your firm, including timelines, integration points, and training requirements.
Implementation
We handle data migration, system integration, staff training, and go-live support to ensure a smooth transition with minimal disruption.
Platform
Real solutions delivering extraordinary results
Client Intake System
Client Intake Automation
Transformed complex, paper-based client intake into a seamless online experience for CPAs, reducing admin workload by 70% and improving client satisfaction during tax season. Features include structured step-by-step intake, secure tax document upload, automated reminders, and practice management integration. Fully secure, encrypted, and access-controlled.
Client-Facing Portal
Client Nurturing & Engagement
Developed a secure client portal for an accounting firm to streamline document exchange, appointment scheduling, and communication. The portal features role-based access, encrypted file uploads, automated reminders, and integration with their CRM. This reduced administrative tasks by 60% and improved client satisfaction scores by 40%.
Firm Admin Portal
Centralized Client & Workflow Management
Built a comprehensive admin portal for CPA firms to manage all clients, track task progress, and monitor firm performance in one centralized dashboard. The system provides real-time visibility into client status, pending items, completion rates, and revenue metrics, cutting administrative overhead by over 60%.
Features include client status tracking, automated alerts for overdue items, team workload distribution, and customizable reporting to keep your firm running efficiently year-round.
Tax & Accounting AI Assistant
AI-Powered Tax Document Analysis & Research
Built an AI-powered assistant for CPAs and accountants to analyze tax documents, extract key financial data, and answer tax questions in natural language. The platform helps accountants summarize financial statements, identify deductions, and research tax code directly within the workflow. This had an impact of reduced manual review time by 60% and enabled CPAs to get faster, clearer insights from complex tax returns.
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We pride ourselves in delivering the best solutions for your business. Let's discuss how we can help you