Software For Accounting Firms.
Every accounting firm has the same January problem: the work is ready to do and the documents are not there. Most of the practice management effort goes into chasing people rather than doing the work.
Where the money goes.
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Chasing documents is a full-time job
The same reminder emails, manually, to clients who will send a photograph of a receipt at midnight.
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Nobody can see where an engagement is
Status lives in a partner’s head and a shared spreadsheet that disagrees with it.
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Deadlines multiply per client
Different entities, different jurisdictions, different filing dates, tracked by hand.
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The same data is keyed repeatedly
Into the tax software, the practice system and the workpaper.
The system that removes it.
- 01
Automated document chasing
The system knows what is outstanding per client and asks for it on a schedule, escalating only when it needs to.
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Intake that reads what arrives
Statements, receipts and forms classified and filed to the right engagement without a person sorting them.
- 03
A deadline engine per entity
Filing dates derived from entity type and jurisdiction, with the whole chain visible.
- 04
A portal clients will actually use
One place to upload, see what is still needed and stop emailing the partner.
Questions people ask.
What comes up first when a accountants and cpa firm is deciding.
Does it integrate with our tax software?
Where that software has an API, yes. Where it does not, we build around it rather than pretending otherwise, and we will tell you which case you are in before you commit.
Let’s Build What’s Next.
Bring the business problem. We’ll talk through what would make a difference and where to start.