Client document chasing, data entry, status emails, and deadline tracking — the hours around the actual accounting are what burn your team out. We build tools that handle the repetitive parts inside the software you already run.
Fixed-bid · You own everything · Live in two weeks
Move the sliders. Every dollar shown monthly and yearly.
Estimated cost of manual work
$5,525/mo
$66,300/yr
All figures monthly and annualized. Fixed price confirmed after we map your actual workload.
Figures are estimates based on the assumptions you set above and are not a guarantee of any specific financial outcome.
The same four leaks show up in almost every firm we walk into.
Requests, reminders, and secure collection run themselves.
Transactions coded and filed without the copy-paste hours.
"Where's my return?" answered automatically, politely, instantly.
Choose how much we handle. Start small or go full implementation.
The chase runs itself.
Collection + communication + deadlines automated.
You decide how much we handle at every phase: Done With You or Done For You. Training included.
How we get you there 1. Discover 2. Scope 3. Setup 4. Design 5. Build 6. Test 7. Handover See full processTax season without the document chase is a different job.— Partner
"Client emails dropped by half. The system answers the routine ones."— Firm owner
"We took on 30 more clients without adding staff."— Managing partner
Bring your biggest phone or admin headache.