Stop chasing. Start closing.
Your team loses 7+ hours a week to document chasing, manual invoicing, and deadline tracking. We build the systems that handle all of it. You focus on advisory work and growing the firm.
What accounting firms lose every week to admin work
Chasing clients for documents
Nearly 70% of accounting firms say document collection causes project delays. You send the same request 3 or 4 times per client. Across 80 clients, that's 2 full days of billable time lost to follow-ups every month.
Your best staff spend their time on admin
300,000 accountants have left the profession since 2020. The ones who stayed shouldn't be entering data or formatting invoices. Every hour spent on admin is an hour not spent on advisory work that actually grows the firm.
Deadlines tracked in spreadsheets
Filing deadlines, extension dates, estimated payments. One missed deadline costs your client a penalty and costs you the relationship. Spreadsheets and memory don't scale past 30 clients.
Clients only hear from you at tax time
The number one complaint clients have about their accountant is poor communication. When your team is buried in admin, proactive updates are the first thing to go. That's how you lose clients to the firm down the street.
The average accounting firm spends 7+ hours per week on document collection and payment follow-ups alone. That's a full day of billable capacity you get back from the first month.
What we build for accounting firms
From document collection to invoicing, everything below connects to the tools you already use. QuickBooks, Xero, Google Workspace, and more. We build it, test it, and keep it running.
Secure client portal
Each client logs in to see their documents, invoices, deadlines, and task status. They upload what you need directly. Connects to QuickBooks and Xero. No email attachments, no lost files.
Document collection and classification
Clients get a checklist of exactly what you need. They upload to the portal. The system classifies each document, flags what's missing, and sends reminders on your schedule. You see status for every client in one view.
Deadline and compliance reminders
Filing deadlines, extension dates, estimated payment dates. All tracked automatically. Clients get reminders with enough lead time to act. You get a dashboard showing every upcoming date across all clients.
Invoicing on completion
When an engagement wraps up, the invoice generates based on your rates and sends to the client. Payments sync to QuickBooks or Xero. No one touches it.
Client onboarding
New client signs up. Engagement letter goes out, retainer payment collects, document request sends, and a welcome email arrives. All in the right order, same experience every time.
Client reply assistant
An assistant that handles routine client questions about deadlines, document status, and payment history. Clients get instant answers. Your team handles only the questions that need a human.
Need something not listed here? See all solution types or tell us what you need.
What does it cost and how fast is setup?
Most accounting firm systems go live in 7 to 10 days. Pricing starts at $200/month per workflow plus a $200 setup fee per workflow. Firms typically recover 7+ hours of staff time per week from the first month. The difference is even bigger during tax season.
7-10 days
to go live
7+ hrs/wk
admin time recovered
$4,200+
monthly billable time recovered
Questions from accounting firms
Yes. We connect to both QuickBooks and Xero for invoice generation and payment tracking. Client billing data flows automatically without double entry.
Yes. Each client gets their own login and can only see their own data. We build role-based access so you control who sees what.
Yes. Everything runs on cloud infrastructure that scales automatically. Tax season volume doesn't require any changes on your end.
Updates are included in your subscription. Tell us what changed and we update it. You're not locked into the version we built on day one.
Most accounting firm systems go live in 7 to 10 days. You tell us what you need handled and we build and configure it. No technical work required from your team.
Yes. All data is encrypted at rest and in transit. We use role-based access controls, audit logs, and cloud infrastructure with SOC 2 level security practices. Your clients' financial data stays protected.
No. We build it, maintain it, and update it. If something breaks or needs changing, you tell us and we handle it. No coding, no configuration, no IT department required.
Yes. We build around the tools you already use. QuickBooks, Xero, Drake, Lacerte, ProConnect, Google Workspace, Microsoft 365. Everything connects.
Tell us about your firm
Describe what takes up your team's time. We'll show you exactly what we'd build and how many hours it would save each week.
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