Automation
Client Intake
Dashboards
Deadline Tracking
Document AI
Make.com
Data ExtractionAutomationClient IntakeDashboardsDeadline TrackingDocument AIMake.comData ExtractionPractical automation built for CPA workflows. We connect your existing tools and build AI-powered processes so your team can focus on client work, not data entry.
AutomationClient IntakeDashboardsDeadline TrackingDocument AIMake.comData ExtractionAutomationClient IntakeDashboardsDeadline TrackingDocument AIMake.comData ExtractionThe problem
Most CPA firms run on email threads, manual file management, and spreadsheets. The work is billable. The overhead is not.
Tax documents, client packets, bank statements. Moving files and re-entering data is billable time that never gets billed.
Chasing signatures, collecting documents, and following up manually stretches every engagement before the work even starts.
Extension schedules, deliverable queues, client status. Without automation, nothing moves unless someone manually moves it.
What we build
Workflows built on Make.com that connect to software your firm already uses. No rip-and-replace.
Client documents arrive and get automatically named, sorted, and routed to the right folder. No manual file management.
Engagement letters, intake questionnaires, and document checklists triggered automatically. You see where everything stands without asking.
Pull figures from PDFs and financial statements into your system of record. Structured extraction that eliminates copy-paste errors.
Extension deadlines, deliverable queues, client milestones. Automated reminders go out before things slip.
Follow-up sequences, document request reminders, and status updates sent automatically without you drafting every email.
A single view of active engagements, upcoming deadlines, and outstanding items. Senior setup, not a template.
Our proven process
Most firms are fully operational within 4 to 8 weeks.
30 minutes. We learn your workflows, tools, and where time disappears.
We identify 3 to 5 workflows to automate first. Fixed scope, fixed estimate.
We build against real documents and real scenarios. You review before anything goes live.
Your team is trained, documentation is in hand, and workflows are running.
Why it works
We do not sell a platform. We build automation around your existing tools.
We connect QuickBooks, Karbon, Canopy, Google Drive, and Outlook. No migration, no new system to learn.
Fixed project scope. You know what you are getting and what it costs before we start.
The same operators who build enterprise monday.com environments handle your automation work. No junior pass-through.
We document everything and train your team. You can maintain and extend your automation without calling us.
We work with the software your firm already uses.
Book a call with a specialist
We will look at your current workflows and tell you exactly what is automatable and what is not. No pitch deck. Just an honest conversation.