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.
Document collection, deadlines, and season without the scramble.
Other industries
The problem
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’d build
What we would build for a firm.
See it working before you decide.
On a call we’ll walk through the workflows, running, so you can judge whether they fit how your firm actually gets through the week.
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.
You’ll talk to Andrew directly.
Prefer email?info@kaveotech.com