An accounting practice spends a surprising share of its year waiting on clients: for a W-2, a bank statement, a signed engagement letter. Most of the work around the work is collection, sorting, and follow-up. We take on that handling so your team spends its time on the return and the advice.
Workflows we take on
- Client document collection: requesting, receiving, and checking documents against what each engagement needs, with reminders until the set is complete.
- Client onboarding: engagement letters, intake questionnaires, and setup in your practice system from one set of details.
- Recurring engagements: starting monthly, quarterly, and annual cycles on schedule with the right checklist.
- Deadline tracking: pulling filing and payment dates into your calendar so nothing depends on memory.
- Billing and invoicing: generating invoices from completed work and following up on unpaid ones.
Where a human stays in the loop
Preparation, review, and advice stay with your accountants. We collect, organize, and route; a person reviews every return and filing before it goes out, and any missing or inconsistent document is flagged for a person.