Automation built specifically for CPAs and bookkeepers. Collect client documents on time, stay in touch year-round, and never chase missing paperwork again — without adding staff.
You send the organizer in January. The client sends their W-2s on April 14th. Your carefully planned schedule is blown for the week.
Half your time isn't doing accounting — it's emailing, texting, and calling clients to send the same missing documents you asked for three weeks ago.
Client fills out a form. You type it into your tax software. Then your billing system. Then the engagement letter. Same information, entered four times.
January through March you're flooded. April through December you're silent. Clients feel like a number, not a relationship — and they shop around each spring.
Set it up once. When tax season opens, every client automatically receives a personalized document request with exactly the items they owe based on last year's return. Reminders escalate on a schedule until all documents are received. You stop chasing and start filing.
Automated touchpoints keep your name in front of clients all year: quarterly check-ins, mid-year tax planning nudges, estimated payment reminders, and year-end preparation checklists. Clients feel valued. They stop wondering if they should switch firms.
New client inquiry comes in. Answer a few questions about their situation and your pricing. A professional proposal and engagement letter generate automatically — pre-filled, branded, and ready for e-signature in under five minutes.
After every completed return, a satisfaction check goes out automatically. Happy clients are guided to leave a Google review. Dissatisfied clients trigger a private alert so you can address it before it becomes a public complaint.
Every client automatically receives reminders for their relevant deadlines: quarterly estimates, extension dates, W-2 distribution, 1099 filing. You stop fielding panicked calls from clients who missed a deadline they didn't know about.
Take our free 2-minute assessment. See exactly where automation could save your accounting firm time, reduce client churn, and eliminate the paperwork chase.