For accounting and tax firms with 2–30 staff
More clients. Less chasing.
In small firms, a large part of every week goes to requesting documents, sorting receipts and tracking deadlines. We build systems that do that work, inside your practice management and ledger software and under your control.
01The pressure
What shapes a small firm's year today
Clients send documents late, incomplete and through five different channels
Staff accountants and preparers are hard to hire and expensive to keep
Busy season packs returns, extensions and client questions into a few weeks
Data security duties for tax preparers get stricter every year
Practice management, ledger, email and spreadsheets are not connected
02Integrations
We build into the systems you already run
No new platform, no extra login for your clients. The system sits between your existing tools and connects them.
Product names are trademarks of their respective owners. No partnership implied.
03What gets built
Six systems that free up the most time in accounting firms
Each one starts on its own, as a fixed-scope, fixed-price project. You see within weeks whether it holds.
Document requests & chase
Missing documents are tracked per client and tax year, clients are reminded automatically and uploads are filed to the right folder. Your staff see what is outstanding without asking.
Client onboarding
New clients complete one intake form. Contact details, entity data and engagement letters are checked and prepared for your practice management system, and a partner approves the engagement.
Deadlines & extensions
Filing dates, extensions and estimated payments are tracked per client and escalated to the responsible person with lead time. Nothing depends on one person's memory anymore.
Bill & receipt capture
Incoming bills and receipts are read, matched to the client and handed to QuickBooks or Xero with a suggested category. Nothing posts until your team has reviewed it.
Client question triage
Questions from email and your client portal are sorted, assigned to the right preparer and prepared with the relevant documents. Your team approves every reply.
Practice reporting
Outstanding documents, deadline exposure, work in progress and capacity at a glance, from primary records instead of spreadsheet exports.
04Confidentiality & data security
Compliance is architecture, not an add-on
We don't claim certifications. We build so the duties that apply to tax and accounting firms are met technically, and we show you how.
Client data security (FTC Safeguards Rule)
Systems run inside your tenant with least-privilege access, encrypted transfer and access logs, documented so they fit into your written information security plan and the practices in IRS Publication 4557.
Tax return information (IRC § 7216)
Return information is processed only to support the work you do for that client, under written confidentiality terms. No secondary use, no model training, and client data is not copied to our side.
No tax judgment by software
No system we build gives tax advice or signs off a return. It captures, sorts, reminds and prepares. Your CPAs and enrolled agents decide.
Your code, your infrastructure
Deployed in your environment. Source, infrastructure and documentation are transferred at close. For UK practices: built to UK GDPR and the record-keeping your AML supervisor expects under the Money Laundering Regulations 2017.
05Our commitments
What you can hold us to
No slogans. Concrete promises you can measure us against.
Fixed price per project
You know the cost before we start. No hourly-rate blind flight, no surprises on the invoice.
Your code, your data
What we build belongs to you. Source, infrastructure and documentation are transferred at close. It runs in your tenant.
One person you talk to
You work with Jan and a small, fixed team. No rotating account managers, no ticket queue.
We keep running it
After go-live we don't disappear: monitoring, maintenance and ongoing development are part of the deal.
Questions from accounting firms
Keep exploring
Related services and industries
Related services
All services →- Workflow automationRecurring workflows without the busywork
- Document intake & extractionClassify, extract and file documents
- Client portals & self-serviceDocuments and status without email ping-pong
- Legacy & spreadsheet replacementOff spreadsheets, Access and one-off tools
- Systems integrationConnect practice software, accounting and inbox
- Reporting & dashboardsNumbers straight from the source data
- AI governance & complianceClear rules for data and AI
Which workflow costs your firm the most time?
A short call, no commitment. We look at your workflows and tell you honestly what pays off.
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