Accounting firms.
Documents collected, clients kept in the loop, and filing dates watched, all inside the practice and email tools your firm already uses.
How can an accounting firm automate document collection, deadline tracking, and client email follow-up?
Clients send what they have whenever they get around to it, and the checklist stays half empty. Staff spend days writing the same reminder emails, and the filing dates don't move for anybody. Documents show up as photos, scans, and forwarded attachments, each one named something different. The partners know which returns are at risk. Everyone else finds out late, usually in the thick of busy season.
What we build.
Document Processing
Reads each tax form, statement, and receipt clients send, names it, and files it in the right client folder. Staff stop sorting attachments by hand.
Deadline Tracking
Tracks filing and extension dates for every client and flags the risky ones while there's still time to act. Partners see the list without asking for it.
Inbox and Meeting Follow-Up
Sorts the firm's email by urgency, drafts replies for review, and turns call and meeting notes into follow-up tasks. Clients hear back without a partner chasing the thread.
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