Intelligent Workflow Automation for Modern Accounting Firms
Stop chasing PBC lists and manual engagement letters. We build custom automations for CCH Axcess, Karbon, and QuickBooks to maximize your billable capacity.
Accounting firms currently face a significant 'capacity gap' where administrative friction prevents partners from scaling high-value advisory services. Research shows firms lose roughly 25% of prospective clients simply due to slow response times during the intake process. With the average engagement valued between $10,000 and $50,000 annually, these delays represent a massive revenue leak that manual processes cannot plug.
Beyond lead intake, the manual collection of audit documentation (PBC lists) and the back-and-forth of engagement letter signatures creates a bottleneck that stifles growth during peak seasons. By integrating automation into platforms like CaseWare, Sage, and Canopy, firms can maintain strict GAAP and PCAOB compliance while ensuring that document workflows move at the speed of digital business, not the speed of manual follow-ups.
Problems We Solve
Automated PBC Document Collection
Eliminate the manual tracking of Provided By Client (PBC) lists. We automate reminders and status updates in CaseWare or Karbon until 100% of audit documentation is received.
Instant Engagement Letter Delivery
Stop losing prospects to slow turnaround. We automate the generation and delivery of engagement letters via DocuSign or Ignition the moment a lead is qualified.
Dynamic Capacity Planning
Solve the seasonal capacity crisis by automating workload distribution based on real-time staff bandwidth and project deadlines across your PMS.
Advisory Cross-Selling Triggers
Automatically identify tax clients who meet specific financial criteria for high-value advisory services and trigger personalized outreach campaigns.
Unified Billing and Time Sync
Eliminate billing leakage by automatically syncing time entries from Karbon or Canopy into QuickBooks or Sage for instant, accurate invoice generation.
What You Get
Multi-App Integration
Seamlessly connect CCH Axcess, Karbon, and QuickBooks to create a single source of truth for client data.
Automated Client Onboarding
Trigger portal creation, folder structures, and initial data requests the second a contract is signed.
Compliance-First Archiving
Automatically move completed audit and tax files to secure, long-term storage that meets state CPA board requirements.
Smart Scheduling Links
Automate quarterly advisory call scheduling based on tax filing deadlines and partner availability.
Real-time Revenue Dashboards
Visualize your firm's pipeline and realization rates with automated data pulls from your billing software.
What It Costs
Setup
$2,000 - $5,000
Monthly
$300 - $600
ROI Example
By automating document collection and reducing lead response time, a firm closing just one additional $15,000 audit engagement per year achieves a 300% ROI on their initial setup cost.
Frequently Asked Questions
Does this automation impact our PCAOB or GAAS compliance?
No, our automations are designed to enhance compliance by creating immutable audit trails and ensuring that no mandatory document or sign-off is bypassed in the workflow.
Can you integrate with CCH Axcess or other legacy systems?
Yes, we specialize in bridging the gap between modern automation tools and legacy accounting software like CCH Axcess, Sage, and CaseWare using secure APIs and custom middleware.
How long does it take to see results in our firm?
Most accounting firms see a significant reduction in administrative hours within the first 30 days. We typically deploy core onboarding and document collection workflows in 3-4 weeks.
Will our staff need extensive training to use these automations?
Our goal is to make automation invisible. Your staff continues to work in Karbon, Canopy, or QuickBooks, while the automation handles the data movement and reminders in the background.
How do you handle sensitive client tax data?
We prioritize security by utilizing SOC 2 compliant tools and ensuring all data transfers are encrypted. We never store your client's financial data on our own servers.
Can we automate the cross-selling of advisory services?
Absolutely. We can set up triggers that notify your partners when a client's data in QuickBooks indicates they are a prime candidate for R&D tax credits or wealth management services.
Reclaim Your Billable Hours
Book a free 15-minute workflow audit to see exactly where your firm is losing time and revenue.
Serving Accounting Firms businesses nationwide. Based in Westlake Village, CA.