Accounting firms spend 40% of their time collecting documents and building reports by hand. That's time that should go to advisory work. We automate the chase so you can focus on what clients actually pay you for.
Sound familiar?
Every month, same email chain. You send a request. The client forgets. You follow up. They send the wrong file. Three to five days to collect what should take three minutes.
Pulling from QuickBooks, formatting in Excel, emailing the PDF — for every client, every period. It's repetitive work with no upside. A human shouldn't be doing this.
Sending agreements, collecting credentials, scheduling kickoffs — all over email, all manual. New clients feel the friction immediately, and your team burns hours on logistics before any real work begins.
What we build
Each period, clients get a branded request with a secure upload link through TaxDome, Karbon, or Google Drive. Reminders escalate on their own. You stop chasing. The system handles it.
On schedule, data pulls from QuickBooks or Xero, a formatted report gets generated, and it lands in each client's inbox. P&L, cash flow, whatever they need — sent without anyone touching it.
Deal closed → engagement letter sent via DocuSign → intake form triggered → kickoff scheduled via Calendly → welcome email with next steps delivered. Onboarding wraps in 48 hours, not two weeks.
At billing time, invoices generate in QuickBooks or FreshBooks and go out automatically. If payment is overdue, a professional follow-up sequence runs until it's settled. No awkward calls from your team.
The process
20 minutes. We map where your team's time is going — document collection, reporting, onboarding — and tell you what's automatable and what it costs. On the call.
Fixed hours, flat rate. We connect your existing tools — TaxDome, QuickBooks, DocuSign. No migrations, no new subscriptions.
Loom walkthrough, written handoff doc, full 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
Done chasing documents?
Book a free 20-minute audit. We'll map exactly what we'd automate in your firm and what it costs. Written breakdown sent the same day. No obligation.
Book Your Free Audit Call