Workflow automation for accounting firms
The deadlines don't move, the documents arrive late, and January to April is four times the work with the same number of people. A surprising amount of what makes that worse is mechanical.
What actually costs you the week
The PBC list that never comes back
You send the request, send it again, then call. The return sits waiting on one form. Chasing source documents isn't accounting work, but it decides whether the filing goes out on time.
Deadlines that don't negotiate
March 15, April 15, then the extensions in September and October. Nothing forgives a missed one, and often nothing tracks them except a spreadsheet and whoever happens to remember.
Busy season with the same headcount
Volume multiplies and the team doesn't. The first thing to break is follow-up: the client nobody chased, the return that sat a week waiting on a signature.
Onboarding that takes two weeks of back and forth
Engagement letter, W-9, prior year returns, portal access. The same four things for every new client, every time, moved by hand.
The same client typed into three systems
Practice management, tax software, and the ledger. Same name, same EIN, entered three times, and any one of them can be the one that's wrong.
What we would build for a firm
Document collection that chases itself
The request goes out with the list attached, reminders escalate on their own schedule, and you see who has sent what without opening five email threads.
Deadline and filing reminders
Statutory dates and internal review dates tracked per client and per return, with notice far enough ahead to act rather than the day before.
One place a client record is entered
Practice management, tax software, and the ledger connected so a new client, an address change, or an EIN correction gets made once.
A site that books consultations
Most firm sites list services. Yours should let a business owner who's unhappy with their current accountant book time without an email exchange first.
How to judge this without a case study
We haven't published an accounting case study and we're not going to describe one we don't have. The honest test is the page you just read: whether the problems above are the ones that actually cost your firm the week, or a generic list with the word accounting pasted onto it.
Behind that is sales and then engineering work in back-office software for small firms, accounting platforms included. What it buys you is practical rather than decorative. A scoping call doesn't start with us learning what a PBC list is, why the fifteenth matters, or what happens to a return that sits waiting on one signature.
How we workBook a call before busy season, not during it
The best time to change how documents and deadlines move through the firm is the quiet part of the year. Tell us how it works now and we'll tell you what's worth changing.