Process Automation for Accounting Firms
True process automation isn't about complex workflows; it's about solving your biggest bottleneck. Stop manually chasing client documents and start automating your intake process.
Start Automating Now →Why Top Accounting Firms Use Automated Document Collection
Our platform is built to handle the specific document collection challenges of accounting firms, from tax preparation and bookkeeping to client onboarding and audits.
AI-Powered Document Validation
Our AI analyzes every document to validate its authenticity, check for expiration dates, and ensure it's complete. Eliminate manual review and ensure compliance from the start.
Automated Client Follow-Up
The system automatically sends polite reminders to your end-clients via email and WhatsApp for any missing documents. Free up your team from the endless task of chasing paperwork.
Centralized Status Tracking
Get a clear, real-time view of every end-client's status and see exactly which documents are pending or invalid. Manage your entire workflow from a single dashboard.