Process Automation for CPA Firms
True process automation starts with your biggest bottleneck: client document collection. Stop wasting billable hours chasing paperwork and start automating your intake process.
Automate Your Document Collection →Why Top CPA Firms Automate Document Collection
Our platform is built to handle the unique challenges of tax season, audits, and ongoing client accounting by simplifying and securing your document intake workflow.
AI-Powered Document Validation
Our AI automatically analyzes client documents for authenticity, expiration, and completeness, ensuring you have accurate, compliant information before you even begin your work.
Automated Client Reminders
Eliminate manual follow-ups. The system automatically sends reminders to your end-clients via email and WhatsApp, notifying them of exactly what's missing to complete their file.
Secure & Compliant by Design
Built with security at its core, our platform helps you meet your data protection obligations by ensuring all sensitive client financial information is handled securely.