Give your firm back its busy season.
Automate client onboarding, document collection, and reporting so your team spends less time chasing paperwork and more time on advisory work that grows the firm.
0%
Faster client onboarding
0+ hrs
Saved per week, per team
0%
Fewer data-entry errors
0-4 mo
Typical payback period
Where accounting firms lose the most time
These are the operational bottlenecks we hear about most often — and the ones we've built proven automations to solve.
Onboarding takes weeks, not days
New clients wait on engagement letters, intake forms, and document requests that staff assemble manually — a slow start that sets the tone for the relationship.
Document collection eats staff hours
Chasing W-2s, 1099s, and source documents — then manually keying data into QuickBooks or your practice management tool — consumes hours every week, especially during peak season.
Client communication is inconsistent
Email requests get missed in shared inboxes, status updates are ad hoc, and clients are left wondering where things stand.
Reporting is a manual, stale process
Month-end reports mean exporting from three different systems into a spreadsheet — by the time partners see the numbers, they're already out of date.
Automations built specifically for how you operate
Automated client onboarding
Engagement letters, intake forms, and document checklists trigger automatically the moment a new client signs — with e-signatures and reminders handled for you.
AI document collection & processing
Clients get automated reminders for missing documents, and AI extracts and files structured data directly into QuickBooks, Xero, or your practice management tool.
Email triage for shared inboxes
AI classifies and routes inbound client emails, flags urgent requests, and drafts suggested replies — so nothing sits unanswered.
Real-time reporting dashboards
Live dashboards pull directly from your accounting and practice management systems, replacing manual month-end report building.
What the automated workflow looks like end-to-end
New client signs engagement
AI sends intake forms & document checklist
Client uploads documents to secure portal
AI extracts & classifies data automatically
Data syncs to QuickBooks / TaxDome / Karbon
Partner gets real-time onboarding dashboard
Explore the individual building blocks
Client Onboarding Automation
Turn a multi-week onboarding process into a guided, self-serve flow.
AI Document Processing
Extract, classify, and route documents without manual data entry.
Email Triage Automation
Let AI sort, summarize, and route inbound email before it hits a human.
AI Knowledge Assistants
Internal AI assistants trained on your SOPs, policies, and client history.
Meeting Summaries & Notes
Auto-generate meeting notes, action items, and CRM updates.
CRM Automation
Keep your CRM clean, current, and working for you — not the other way around.
Workflow & Business Process Automation
Connect your entire tool stack with automations built on n8n, Make, and Zapier.
Reporting Dashboards
Live dashboards that pull straight from your source systems — no manual reports.
Cold Email Infrastructure
Deliverability-first infrastructure built to scale outbound without landing in spam.
Questions accounting firms ask us
Ready to give your accounting firm team back its time?
Book a free AI Operations Audit — we'll map your current workflows and show you exactly where automation will save the most time and money.