Tailored Solutions for Accounting & CPA Firms
AI Automation & Client Document Processing for Accounting Firms
Eliminate the tax season document chase. Automate client onboarding, missing document reminders, and billing workflows.
Core Industry Friction & Our Automated Solutions
Problem: Spending weeks chasing clients for missing T4s or receipts
Solution: Automated SMS/email reminder drips request specific missing files.
Key Features Built for Accounting & CPA Firms
Automated Document Upload Portals
Secure intake links allowing clients to upload tax files directly into folders.
Real-World Automation Scenario
How It Works in Practice
A tax client receives an automated checklist text. Clicking the link lets them snap photos of tax documents, which are auto-filed into their secure client folder.
Frequently Asked Questions
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