Workflow automation for accounting firms.
Firms sell accuracy under deadline, then track both in heads and spreadsheets. I put the recurring work on rails.
Recurring work should run itself
Monthly closes, quarterly filings, annual returns: the firm calendar is the most predictable in professional services, which makes it the most automatable. The chaos comes from tracking it manually across dozens of clients.
Automations I build for firms
- Deadline dashboards across every client, filing type, and extension
- Client onboarding: engagement letter, checklist, portal access, kickoff, automatic
- Document chasing tied to each engagement’s actual missing list
- Recurring task generation for closes and filings with assignment rules
- AI email triage drafting routine client replies for review
Fits Karbon, Canopy, or spreadsheets
If you run a practice platform, automations extend it. If you run spreadsheets, we can automate around them first and replace them only when it clearly pays. Nothing gets ripped out for its own sake.
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.
Can automation handle extensions and shifting deadlines?
Yes: extension filed, downstream dates shift, reminders reschedule, the dashboard updates. The rules are your rules, encoded once instead of remembered monthly.
When should a firm start this, given busy season?
Off-season is ideal, but a working first version usually takes days, so even a January start can ship the document chaser before the crunch peaks.
Keep reading
- 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.
- Workflow automation services Somewhere in your office, a person is re-typing data from one tool into another, every week, forever. That job should belong to software.
- 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 law firms Unbillable admin eats firm margin quietly: intake, chasing signatures, assembling the same documents. Software should be doing most of it.
- See the work Client systems, agency work and my own products, named for what they do.