ACCOUNTING & CPA
Busy season is a workflow problem wearing a calendar costume.
The constraint on a CPA firm is not accounting skill, it is the friction around it: collecting documents, chasing signatures, tracking a thousand deadlines across a client list. We build firms the machinery that removes the friction, securely.
The way it works now
Client documents arrive by email, portal, paper, and text, and someone renames files for a living. The PBC list is chased manually, politely, forever. Workflow status lives in a spreadsheet with tabs per partner. The practice suite you rent does some of this generically and none of it the way your firm actually works.
What custom looks like
A client portal people actually use: checklists per engagement, drag-and-drop upload, automatic classification and renaming, e-sign built in.
Engagement workflow tracking across returns, reviews, and audits: status, staffing, deadlines, and bottlenecks visible live, not at the Friday meeting.
Document intake pipelines that extract and organize source data (W-2s, 1099s, statements) into your preparation flow.
Where agents fit
The PBC chase, fully delegated: personalized reminders, escalating politely, marking items received and flagging the genuinely stuck for a human.
Deadline watch across federal and state calendars per client, with extensions tracked, not remembered.
First-draft client communications (organizer letters, status updates) in your firm's voice, for review.
Compliance
Built to the confidentiality obligations of the profession and IRS Publication 4557 expectations: encryption, access control, retention rules, and audit logging as architecture, not add-ons.
Sound like your shop?
Tell us what your week actually looks like. First conversation is free, and it is with an engineer.