Transform your chaotic tax seasons and month ends…
…Into a calm, highly-automated accounting firm – that maximizes the ROI on your people, without the 60-hour workweeks
20,000+ hours saved for over 65 clients
As featured in
The old way...
❌ Relies on static, historical data with minimal analysis.
❌ Data is siloed across multiple systems, requiring manual consolidation.
❌ Processes are undocumented, inconsistent, and inefficient.
❌ Manual work creates bottlenecks and slows service delivery.
❌ Processes are reactive and difficult to scale with growth.
❌ Outdated systems with minimal integration between tools.
❌ Heavy reliance on manual data entry and communication.
❌ No clear technology roadmap or plan for modernization.
❌ Transactional, focusing on compliance tasks like tax filings and audits.
❌ Clients rely on outdated communication methods like email attachments.
❌ Long response times and limited transparency in service delivery.
The new way...
✅ Uses real-time, actionable data to inform decisions and drive client insights.
✅ Centralized data accessible via integrated dashboards and reports.
✅ Key workflows are standardized, documented, and consistently followed.
✅ Automated workflows streamline repetitive tasks, reducing bottlenecks.
✅ Scalable, proactive processes accommodate new client needs and increased volume.
✅ Cloud-based, modern tools seamlessly integrated for efficient workflows.
✅ Automation minimizes manual tasks and enhances collaboration.
✅ Technology roadmap aligned with firm goals, focusing on automation and scalability.
✅ Advisory-driven, offering proactive insights and solutions tailored to clients’ needs.
✅ Clients access secure portals for real-time updates and document sharing.
✅ Faster, transparent service delivery enabled by efficient workflows and tools.
Onboarding
7 proposals sent with pre-filled information
67 documents collected without human input
14 tasks created using pre-built templates
14 tasks created using pre-built templates
Tax Season
Streamlined tax organizers sent to 358 clients
24 answers pre-loaded with last year’s data
124 clients notified of their return status
45 minutes saved per return
Month End
210 transactions synced
132 transactions matched automatically
12 issues found by AI
17% time saved
What firm owners have to say...
OUR SERVICES
Customized to your needs, specialized in your industry.
Automation Development
No-code or custom, we've got you covered.
App Implementionation
Essential apps to modernise your firm.
KPI Dashboards
Get clarity on your key metrics
AUTOMATIONS CENTERED AROUND PEOPLE – BY PEOPLE WHO’VE DONE IT
We believe in making your clients – and your staff – lives easier.
Automation should bend around what’s convenient for people, not the other way around.
That’s why over the last 4 years, we’ve helped small firms (with no free time) save 10,000s of hours for their staff and their clients.
We are a team of certified technology consultants & process automation experts with decades of combined experience.
You’re not hiring us to learn. We’ve been there and done that.
We partner with top automation and accounting efficiency apps – to elevate your operations.
We’ve integrated over 800+ apps. Below are the ones we use the most.
