For CPA firms
We save you time
so you can take on more high-value client work.
We map the recurring clicks your staff still handles by hand, then build a reliable workflow that gives those hours back to client work.
Start with a free review of one painful workflow.
For CPA firms
We save you time
so you can take on more high-value client work.
We map the recurring clicks your staff still handles by hand, then build a reliable workflow that gives those hours back to client work.
Start with a free review of one painful workflow.
No pitch
•
Book a 20-minute review
•
Or tell us what to automate
No pitch
•
Book a 20-minute review
Or tell us what to automate
No pitch
•
Book a 20-minute review
Or tell us what to automate
The problem
Manual work keeps
stealing client time.
Chasing documents, re-keying data, and patching handoffs keeps CPA staff busy—and leaves too little time for client judgment.
The problem
Manual work keeps
stealing client time.
Chasing documents, re-keying data, and patching handoffs keeps CPA staff busy—and leaves too little time for client judgment.
01
Chasing missing documents
Your team follows up across email, portals, and uploads before the real work can begin.
01
Chasing missing documents
Your team follows up across email, portals, and uploads before the real work can begin.
02
Re-keying the same data
The same figures move through PDFs, spreadsheets, and accounting tools by hand.
02
Re-keying the same data
The same figures move through PDFs, spreadsheets, and accounting tools by hand.
03
Losing time in handoffs
Manual routing leaves files waiting, context missing, and exceptions harder to catch.
03
Losing time in handoffs
Manual routing leaves files waiting, context missing, and exceptions harder to catch.
04
Falling behind during busy season
Routine clicks multiply when deadlines tighten, leaving less time for the work clients value.
04
Falling behind during busy season
Routine clicks multiply when deadlines tighten, leaving less time for the work clients value.
Your guide
You know the firm.
We build around it.
We sit with you, document the real workflow, and build automation around the way your firm already works.
Your guide
You know the firm.
We build around it.
We sit with you, document the real workflow, and build automation around the way your firm already works.
We sit with you
We watch the work as it happens, step by step, in your files and your systems.
We sit with you
We watch the work as it happens, step by step, in your files and your systems.
We document the real workflow
Every follow-up, file handoff, and exception becomes a clear map before anything is built.
We document the real workflow
Every follow-up, file handoff, and exception becomes a clear map before anything is built.
Your team keeps the judgment work
Reviews, exceptions, and client conversations stay with your people.
Your team keeps the judgment work
Reviews, exceptions, and client conversations stay with your people.
We maintain what we build
When a form or file layout changes, we keep the workflow reliable.
We maintain what we build
When a form or file layout changes, we keep the workflow reliable.
A simple plan
Map, Build,
then Run.
Three clear steps: find the bottleneck, build the workflow around your firm, and keep it running as the work changes.
A simple plan
Map, Build,
then Run.
Three clear steps: find the bottleneck, build the workflow around your firm, and keep it running as the work changes.
1
Map
We sit with you, watch the clicks, and document the one workflow worth automating first.
1
Map
We sit with you, watch the clicks, and document the one workflow worth automating first.
2
Build
We build and test the workflow around your real work—not a generic template.
2
Build
We build and test the workflow around your real work—not a generic template.
3
Run
We watch the workflow, fix what breaks, and keep it useful as your work changes.
3
Run
We watch the workflow, fix what breaks, and keep it useful as your work changes.
Process audits
We find the weekly clicking that should not still be done by hand.
Process audits
We find the weekly clicking that should not still be done by hand.
Workflow mapping
Understand how work flows through your team and where automation helps.
Workflow mapping
Understand how work flows through your team and where automation helps.
Automation planning
Define what should be automated and how it will work.
Automation planning
Define what should be automated and how it will work.
Tool selection
We use the tools your firm already pays for wherever we can.
Tool selection
We use the tools your firm already pays for wherever we can.
We stay on it after it ships
We watch the workflow every week and fix it when it drifts.
We stay on it after it ships
We watch the workflow every week and fix it when it drifts.
Show us the painful process.
Bring one recurring workflow. In 20 minutes, we’ll tell you if it’s worth automating.
No pitch. Just a clear answer.
Show us the painful process.
Bring one recurring workflow. In 20 minutes, we’ll tell you if it’s worth automating.
No pitch. Just a clear answer.
What you’ll know
A clear
next step.
Bring one recurring CPA workflow. We’ll help you see where it gets stuck and whether it’s worth automating.
What you’ll know
A clear
next step.
Bring one recurring CPA workflow. We’ll help you see where it gets stuck and whether it’s worth automating.
01 · BRING
One recurring workflow.
Pick the CPA task creating the most repeated clicking, chasing, or retyping.
02 · MAP
The real handoffs.
We look at the inputs, systems, judgment points, and handoffs that make the work messy.
03 · LEAVE WITH
A clear next step.
Automate it now, improve the process first, or decide it is not worth changing yet.
Who This Helps
Built for
CPA firms.
We automate the recurring work that keeps CPA teams stuck in spreadsheets and email.
Who This Helps
Built for
CPA firms.
We automate the recurring work that keeps CPA teams stuck in spreadsheets and email.
CPA firms
The same weekly clicks, done for you. Client organizers, bill entry, and close packets come off your plate.
CPA operations teams
Busy CPA teams spending their week retyping what should move on its own.
Tax teams
Client follow-ups, document intake, and routine work that should move on its own.
Growing firms
Firms adding staff and still doing the same weekly clicks. We take the next process off the plate so headcount goes to client work.
CPA firms
The same weekly clicks, done for you. Client organizers, bill entry, and close packets come off your plate.
CPA operations teams
Busy CPA teams spending their week retyping what should move on its own.
Tax teams
Client follow-ups, document intake, and routine work that should move on its own.
Growing firms
Firms adding staff and still doing the same weekly clicks. We take the next process off the plate so headcount goes to client work.
Examples
A few CPA workflows we can automate. If your firm is stuck in a different repetitive process, we can review that too.
Examples
A few CPA workflows we can automate. If your firm is stuck in a different repetitive process, we can review that too.
Tax organizers & client intake
Chase missing items, collect uploads, prepare tax organizers, and file what came in so staff start with a complete packet.
1099s & invoice entry
Pull bills from email, prepare 1099s, and enter routine data into QuickBooks Online or Xero the way your team already does.
K-1 extraction & close packets
Extract K-1 details, assemble recurring reports, and prepare supporting files so the close starts with a packet, not a scavenger hunt.
Data entry & exception routing
Match PO, receipt, and invoice; move routine data between systems; and route exceptions so people handle only judgment calls.
Get your team’s
hours back.
Bring one recurring CPA workflow. We’ll tell you if it is worth automating.
No pitch. Just a clear answer.
Get your team’s
hours back.
Bring one recurring CPA workflow. We’ll tell you if it is worth automating.
No pitch. Just a clear answer.
Get your team’s
hours back.
Bring one recurring CPA workflow. We’ll tell you if it is worth automating.
No pitch. Just a clear answer.