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
30 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.
One flat rate, locked in writing. We connect your existing tools: TaxDome, QuickBooks, DocuSign. No migrations, no new subscriptions.
We launch, document, and support the system according to the chosen path. Custom ownership and handoff are defined in the written scope.
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
2 paths
Managed or custom
Right-sized for the problem
Managed monthly
Start with one location and a defined workflow. We confirm your tools, volume and scope before payment.
Answer calls while you work. Capture the details, screen the request, and get the right person involved.
Follow up new leads and open estimates. Stop when they reply, book, decline, or opt out. Give your team the next step.
Front Desk and Follow-Up working together, with one verified booking connection and a single view of what happened next.
Done chasing documents?
Book a free 30-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