Workflow automation for accounting firms.
Your month is document chase: chasing clients for receipts, statements and signatures, then tracking who's sent what in a spreadsheet. We build the client onboarding and document system that collects, reminds and tracks, so recurring work actually recurs without the chase.
Sound familiar?
- Half of every engagement is asking clients for documents, by email, again and again
- Onboarding a new client means the same twelve attachments sent manually
- Nobody can answer 'where are we with client X' without checking three places
- Recurring monthly work is restarted from memory, not from a system
- Engagement letters and e-signatures are a separate chase of their own
What the system automates
1. Automated document requests
Clients get a checklist and reminders that persist until every item is in. Your team never sends a chase email again.
2. Client onboarding flow
Engagement letter, e-signature, details and documents collected through one link instead of a thread.
3. Live status per client
Every client's work shows its stage, what's missing and who's responsible, one screen, always current.
4. Recurring work engine
Monthly, quarterly and annual jobs spawn themselves with their checklists and deadlines.
5. Ledger sync
Client records and invoices stay in step with QuickBooks or Xero without double entry.
What we'd build
A typical build is a Client Onboarding & Document Automation System: a client portal, automated request-and-reminder sequences, and a firm-wide pipeline where every engagement's status is visible at a glance.
Documents arrive before the deadline. The chase emails stop. The team does the accounting.
The services behind it
Running this on spreadsheets and inboxes?
Show us how the work moves today. We'll tell you what can be automated and what we'd build: fixed scope, fixed price. Reply within one working day.