For accounting firms
Tax season efficiency, without the manual chase.
Secure document intake that organizes itself, automatic follow-ups for outstanding records, and client onboarding that sets up folders and checklists behind the scenes. Focus on the advisory, not the paperwork.
The week we keep hearing about from practices
Chasing clients for tax documents and signatures
You spend hours emailing clients for missing documents, receipts, or signed engagement letters. It slows down filing and eats up unbillable partner hours.
Client onboarding takes manual setup
Every new client requires creating folders in Google Drive, setting up a profile in your CRM, and sending an initial checklist. It is 30 minutes of copy-pasting.
Aged receivables creep up during busy season
Invoices go out, but chasing overdue payments gets forgotten during the rush. You end up carrying high receivables because nobody has time to send reminders.
What we automate for you
Automatic document chase & intake
Clients get a secure link to upload documents. The system automatically reads files, categorizes them, and sends polite reminders for any missing items until everything is received.
8-12 days faster collection
Zero-touch client onboarding
When a new client signs your engagement letter, the system automatically creates their folder structure, sets up their project tracking card, and sends their welcome details.
30 mins saved per client
Automated invoice reminders
Invoices sent from QuickBooks or Xero get polite, automated follow-ups at 7, 14, and 30 days past due. The reminders stop automatically once payment is received.
Aged receivables down ~35%
A recent build like yours
Mid-sized accounting firm, Vaughan - anonymized for client privacy
The problem: Partners spent up to 6 hours a week chasing missing tax documents and signatures from clients during tax season.
The build: Automated secure document upload portal and automated follow-ups integrated with TaxCycle and Google Drive.
Missing documents collected 10 days faster
What it costs
No hourly billing, no open-ended retainers. You always know the number before we build.
Custom build
Typical engagements run $7,500 - $25,000
Scoped and quoted after your audit, with monitoring and support from $1,500/month. You approve the scope before anything is built.
PIPEDA/PHIPA-aware data handling. No patient or client records touch our systems without a signed agreement, and we work inside your existing tools wherever possible.
Questions accounting firms ask us
Is this secure enough for tax and financial data?
Yes. We build using your existing secure portals (like ShareFile or Microsoft 365) and implement end-to-end encryption. No financial records are stored on our systems.
Does it work with QuickBooks or Xero?
Yes. We integrate with QuickBooks, Xero, HubSpot, and practice management tools to sync invoices, contact info, and payment statuses automatically.
What is the typical setup timeline?
Accounting builds are custom-tailored to your workflow and usually take 2 to 3 weeks to deploy. We run full test runs with dummy data before going live.
Can it handle complex corporate client files?
Yes. We can customize the document checklist based on client type (e.g., sole proprietorship vs. corporate) so they only get asked for what is relevant.
Find out what accounting firms get back from automation.
A free 30-minute audit. You leave with three automation ideas sized to your business - whether you hire us or not.
Not ready to talk? Grab the free Automation Opportunities Checklist - 25 tasks your business can stop doing by hand.
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