Scale Your Firm Without Scaling Your Workload
Automate repetitive tasks, streamline client workflows, and free your team to focus on high-value advisory work. Grow revenue without adding headcount.
Manual Tasks Are Holding You Back
Your team spends countless hours on repetitive administrative work instead of serving clients and growing the business.
Time Drain
Staff spend 40-60% of their time on data entry, document processing, and routine emails—work that doesn't require their expertise.
Human Error
Manual processes lead to data entry mistakes, missed deadlines, and inconsistent client experiences that damage your reputation.
Limited Scalability
Growing your client base means hiring more staff for administrative work, increasing overhead and reducing profitability.
Work Smarter, Not Harder
We design and implement custom automation workflows that eliminate repetitive tasks and scale with your firm's growth.
Client Onboarding Automation
Automated Document Collection
Send branded portal links, track document submission, and automatically organize files by client and tax year
Smart Engagement Letters
Auto-generate engagement letters with pre-filled client data, track signatures, and file automatically
Client Portal Setup
Automatically provision secure client portals with welcome emails and access instructions
Task Assignment
Automatically create project tasks, assign to team members, and set deadlines based on service type
Onboarding Workflow
AutomatedDocument Processing
Intelligent Document Processing
OCR & Data Extraction
Automatically extract data from PDFs, scans, and images—no manual typing required
Smart Classification
AI categorizes documents by type and routes them to the correct workflow automatically
Data Validation
Cross-check extracted data against your systems and flag discrepancies for review
Direct Integration
Push extracted data directly into QuickBooks, your tax software, or practice management system
What Can We Automate?
From client communications to data entry, we automate the tasks that consume your team's time.
Email Automation
- •Client status updates
- •Document request reminders
- •Deadline notifications
- •Follow-up sequences
Document Workflows
- •Document generation
- •E-signature routing
- •Filing and organization
- •Version control
Data Entry & Sync
- •Bank feed processing
- •Invoice data extraction
- •CRM updates
- •Cross-system synchronization
Scheduling & Reminders
- •Meeting scheduling
- •Deadline tracking
- •Tax season reminders
- •Follow-up triggers
Billing & Invoicing
- •Automated invoicing
- •Payment reminders
- •Time tracking integration
- •Payment processing
Reporting & Analytics
- •Automated report generation
- •Dashboard updates
- •Performance tracking
- •Alert notifications
The ROI of Automation
Time Savings
Average reduction in time spent on administrative tasks
Error Reduction
Fewer mistakes with automated data entry and processing
Capacity Increase
Serve more clients without proportional staff increases
How We Implement Automation
A proven methodology that identifies opportunities, designs solutions, and delivers measurable results.
Discovery
We analyze your workflows to identify the biggest automation opportunities and quick wins.
Design
Custom automation workflows designed specifically for your firm's processes and tools.
Implementation
Phased rollout with testing, refinement, and staff training to ensure smooth adoption.
Optimization
Ongoing monitoring, adjustments, and expansion to maximize efficiency and ROI.
Automation Pricing
Flexible options that scale with your needs.
Automation Audit
Identify opportunities
Custom Automation
Per workflow implementation
Enterprise Package
Firm-wide transformation
Common Add-Ons
"We automated our client onboarding and document collection processes. Now it takes 15 minutes instead of 3 hours per new client. During tax season, that's been a game-changer. We've taken on 40% more clients without hiring additional staff."
David Chen, CPA
Partner, Chen & Partners CPAs
Automation FAQs
Will automation replace our staff?
No. Automation handles repetitive tasks so your team can focus on client relationships, complex analysis, and strategic advisory work—the high-value activities that actually grow your firm. Most firms use automation to serve more clients with the same team, not to reduce headcount.
How long does implementation take?
Simple workflows can be implemented in 1-2 weeks. More complex, multi-system automations typically take 4-8 weeks. We work in phases so you see benefits quickly while building toward your complete automation vision.
What if our software changes?
We design automations using flexible integration platforms that adapt to software updates. When you change systems, we update your workflows accordingly. Our ongoing support packages include adaptation to software changes and platform updates.
Can automation work with our existing software?
Yes. We integrate with all major accounting platforms (QuickBooks, Xero, Sage), tax software (Drake, Lacerte, ProSeries, UltraTax), practice management systems (Karbon, Ignition, Canopy), and CRM platforms. If it has an API or supports integrations, we can automate it.
What's the typical ROI timeline?
Most firms see positive ROI within 3-6 months. The payback period depends on the time savings achieved and your hourly billing rates. A workflow that saves 10 hours per week at $150/hour generates $78,000 annually in recovered capacity—far exceeding implementation costs.
Stop Wasting Time on Repetitive Tasks
Schedule a free automation audit and discover how much time and money you could save with intelligent workflow automation.
Free workflow analysis • Custom ROI report • No obligation