Accounting & Tax Firms
Client portals, document management, and workflow automation
Challenges you're facing right now.
These are the exact pain points we hear from professional services businesses. Sound familiar?
Document collection is painful
Chasing clients for tax documents via email takes weeks. Documents arrive in random formats, often incomplete.
Tax season creates unsustainable workloads
Firms operate at 200% capacity for 3 months because workflow is manual and can't scale with seasonal demand.
Compliance deadlines are tracked manually
Missing a filing deadline means penalties for your client and liability for your firm. Spreadsheet-based tracking is risky.
Your custom software, built from scratch.
No templates. No off-the-shelf tools rebranded. Every module is engineered for your specific workflow.
Secure client portal
Clients upload documents to organized folders, e-sign returns, and track their filing status — all through a branded portal.
Workflow automation engine
Standardized workflows for tax prep, audit, and advisory engagements with task assignment, deadlines, and bottleneck alerts.
Compliance deadline tracker
Automated calendar of federal, state, and local filing deadlines with assignment tracking and escalation rules.
Real numbers from real benchmarks.
Based on published industry research — not our promises, but what businesses like yours actually achieve with custom software.
Source: Thomson Reuters Tax & Accounting Survey 2024
Source: AICPA Private Companies Practice Section 2024
Source: Wolters Kluwer Tax Workflow Report 2024
We pick the right tools for your problem — not the trending ones.
More solutions for medium business businesses
Ready to build your professional services software?
Tell us about your business. We'll show you exactly what we'd build, how long it takes, and what it costs. No commitment.