Accounting firms spend 40% of their time collecting documents and building reports manually — time that should be going to advisory work. We automate the chase so you can focus on what clients actually pay you for.
Sound familiar?
Every month it's the same email chain. You send a request. The client forgets. You follow up. They send the wrong file. It takes 3–5 days to collect what should take 3 minutes.
Pulling from QuickBooks, formatting in Excel, emailing the PDF — for every client, every period. There's no reason a human should be doing this in 2026.
Sending agreements, collecting credentials, scheduling kickoffs — all done manually over email. New clients feel the friction from day one, and your team spends hours on logistics instead of work.
What we build
At the start of each period, clients automatically receive a branded request with a secure upload link via TaxDome, Karbon, or Google Drive. Reminders escalate automatically. You stop chasing — the system does it.
On a set schedule, pull data from QuickBooks or Xero → generate a formatted report → deliver to each client automatically. P&L, cash flow, whatever they need — sent without anyone touching it.
Deal closed → engagement letter auto-sent via DocuSign → intake form triggered → kickoff meeting scheduled via Calendly → welcome email delivered with everything they need. Onboarding completes in 48 hours, not two weeks.
At billing time, invoices auto-generated in QuickBooks or FreshBooks and sent to clients. Overdue? An automated, professional follow-up sequence runs until paid — no awkward phone calls from your team.
The process
20 minutes. We map exactly where your team's time is going — document collection, reporting, onboarding — and show you what's automatable and at what cost.
Fixed hours, flat rate. We connect your existing tools — TaxDome, QuickBooks, DocuSign — no platform migrations, no new subscriptions required.
Full Loom walkthrough, written handoff doc, complete access to your accounts. $0/month to keep it running.
40%
Of firm capacity lost to data collection
time that should go to advisory work
3–5 days
Average manual document turnaround
drops to 48 hours with automation
$0
Monthly fees after delivery
one flat build price, then it's yours
Deep Dive
How Accounting Firms Can Automate Document Collection, Reporting & Onboarding
Ready to reclaim your capacity?
Book a free 20-minute audit. We'll show you exactly what we'd automate in your firm and what it would cost — before you commit to anything.
Book Your Free Audit Call