Technology for Accounting and CPA Firms
Your busy season is a capacity problem, and a surprising amount of that capacity goes to chasing clients for paperwork and sorting what they finally send.
What usually brings people to us
The technology that tends to fix it
Not all of it, and not at once. We start with whichever one of these is costing you the most right now.
Automatic document chasing
A list per client, reminders that go out on their own, and a clear picture of who is holding things up.
One way in for documents
Whatever the client does, it ends up in the same place, named properly.
Sorting and matching
Incoming files identified, matched to the client and checked against the list.
A real status board
Every return, its stage, and what is blocking it, without a meeting.
Answers to the repeat questions
A client-facing assistant for the questions that come up every year.
Off-season work
Advisory and bookkeeping offers built and marketed while you have time.
A CPA firm in February
- Reminder emails written and sent by a person
- Documents arrive four ways and get renamed by hand
- Nobody can say which returns are blocked without asking
- Extensions filed because paperwork came in late
- Staff work sixty hour weeks and still fall behind
Weeks of the season spent on chasing and filing.
- Reminders go out automatically, per client, per missing item
- Everything arrives one way and is named and filed on arrival
- A board shows every return and exactly what it is waiting on
- Chasing starts in January instead of March
- The same staff get through the season without the same overtime
The chasing runs itself, and the work in front of your staff is actual accounting.
What you should get out of it
- Documents in earlier, which is the whole season
- Less overtime for the same volume of returns
- A clear view of what is blocked, at any moment
- Off-season capacity turned into revenue
Not sure where to start?
A $300 Technology Briefing gets you an hour together plus hours of research, and a written report inside a week. If you hire us afterwards, the $300 comes off the price.
How pricing worksCommon questions
Does this work with our tax software?
Almost always. The work is usually in the collecting, chasing and filing around it rather than the software itself.
When should we do this?
Between May and October. Nobody should be changing systems in February.
Other industries
Let us work out what you actually need.
Thirty minutes, free, and nobody pitches you at the end. Bring us the part of your week you hate and we will tell you honestly whether technology can fix it.