Stop retyping numbers that are already written down.
Where the hours go
The admin that tends to eat the week in accounting & tax practices.
Client documents arriving by email, portal, and paper, then filed by hand, if at all
Invoice and statement data retyped into workpapers and tax software
The same “can you send us your…” emails, every client, every year
Deadline season chaos because nobody can see what's still missing
What we build
Document intake and filing
Client uploads and email attachments read, renamed, and filed by client and year. Missing-document lists update themselves.
Data extraction
Amounts, dates, and payees pulled from statements, invoices, and receipts into spreadsheets or your workpaper tool, then checked and logged so they're ready for review.
Client chasing that runs itself
Automatic, polite reminders for missing documents, with a live view of every client's status. Nobody writes the same email forty times in March.
30 hrs/week
worth about $54,000 a year
Example: a 12-person practice where document handling and retyping take roughly 30 hours a week across the team.
Illustrative, not a promise. The Time & Money Map estimates your numbers before anything is built, and the monthly report shows what actually happened.
Find your numbers
A free 30-minute call. We'll tell you honestly whether there's enough waste to be worth fixing.