The problem

Accounting firms lose a surprising amount of time to follow up and coordination.

Clients forget to send documents. Receipts come in late or incomplete. Staff spend hours reminding, organizing, and tracking down information instead of doing the work they were hired for. Deadlines approach faster than files arrive, which creates stress and limits how many clients your firm can realistically support.

Most firms are not short on expertise. They are short on time.

How we help

We help accounting and bookkeeping firms automate the workflows around client onboarding, document collection, and follow up.

Clients are guided through what they need to submit and reminded automatically when something is missing. Files are organized as they come in. Internal tasks are created only when attention is required, so your team is not constantly checking or chasing.

Everything works with the systems you already use. There is nothing new for your team to learn.

The result

• Fewer document bottlenecks

• Less non billable admin work

• More predictable deadlines

• More capacity without adding staff

  Your firm runs more smoothly without working longer hours.