Form Handler
One client form populates your records and triggers the chase for anything missing.
Accounting & CPA Firms
Automate client intake and paperwork. Bill more hours.
In a practice that bills by the hour, admin time is the most recoverable hour there is. It is also the least visible.
What usually goes wrong
- Clients send documents every way except the one you asked for
- Data gets keyed into tax software by hand
- Chasing missing documents eats the week
- Client history is scattered across inboxes
What we'd build
Document Factory
Engagement letters, checklists and summaries generated from what you already have.
Gmail Activity Logger
Every client email logged against the client, and searchable next season.
What you'd actually get back
We baseline your current admin load before anything is built, then measure it again afterwards. You end up knowing exactly how many hours came back and what they were worth at your rate — rather than taking our word for it.
In our own business, this system recovered 2–3 deals a month that would have been lost, and reclaimed 8–12 hours a week of admin time. That's our own operation — not a client average, because we won't quote one we don't have.
Other workflows we've mapped
Start with the free workflow audit
Fifteen minutes. We map what you run now, show you where the time goes, and tell you what we'd measure. You keep the map either way.