Custom software for accounting firms.
Tax season should not run on email attachments and memory. I build the systems that chase documents and deadlines so your staff can do the work.
The document chase
Every return waits on a client who has not sent the thing. Staff burn hours emailing "just following up on the 1099" while deadlines stack.
Karbon and Canopy run firm workflow well. What firms keep asking for is the client-facing layer: collection that chases itself and a portal clients actually use.
What I build for firms
Secure by default: encrypted storage, your accounts, access you control.
- Client portals for document upload that confirm, remind, and track completeness
- Automated document chasing that escalates politely until the file arrives
- Deadline dashboards across every client and every filing type
- Engagement and onboarding flows: letter, checklist, kickoff, all automatic
- AI email triage that drafts the routine replies for review
A clear number before any work starts
You of all people appreciate a real number. You get a clear scope and price before any work starts, and a working first tool usually takes days. Everything runs in the firm’s own accounts, so it keeps working through busy season and after.
I can build this for your business.
Tell me how your team works today. You get a clear scope and price before any work starts, and you own everything I build.
Is client data safe?
Everything runs in accounts your firm owns, encrypted, with access you can revoke. I collect the minimum and I will walk you through exactly where every document lives.
Can it connect to our tax software?
The workflow layer connects where APIs exist and works alongside where they do not. The document chase, deadlines, and portal do not need to touch your tax software at all.
What does it cost?
It depends on what we build. You get a clear scope and price before any work starts. If you only need it built once, that is fine: you keep everything.
Keep reading
- Client portal for accounting firms Tax season is a document-collection problem wearing a deadline. A portal that chases files politely and relentlessly changes the season.
- Workflow automation for accounting firms Firms sell accuracy under deadline, then track both in heads and spreadsheets. I put the recurring work on rails.
- Custom software for law firms Firms bill hours, then spend unbillable ones on intake, status calls, and email. I build systems that give those hours back.
- AI email assistant for business The inbox is where leads cool off and balls get dropped. I build assistants that triage, draft, and chase, while a human keeps the judgment calls.
- See the work Client systems, agency work and my own products, named for what they do.