Client onboarding
- Trigger
- A new client signs up
- Outcome
- A welcome email, intake form and practice-management records are created
- Karbon/TaxDome/Canopy
ACCOUNTING & BOOKKEEPING FIRMS
Less document chasing, more billable work.
We connect your practice management, accounting and e-signature tools so onboarding, document requests, recurring work and billing reminders run on schedule, especially in tax season.
- TriggerEngagement needs documents
- ActionChecklist and upload link sent
- CheckUploads checked
- AlertReminder for anything missing
- UpdateWork marked ready to start
THE PROBLEM
Where the time goes
Tax-season document chasing
Dozens of reminder emails per client.
Onboarding scattered across email
Forms, letters and logins in different places.
Recurring work set up by hand
Every month and quarter starts with admin.
Unpaid invoices
Reminders depend on someone having time.
WORKFLOWS
Workflows we build for accounting and bookkeeping firms
Each one starts from a clear trigger and ends in a visible outcome, on the tools you already use.
Document chasing
- Trigger
- An engagement needs documents
- Outcome
- A checklist and secure upload link go out, with reminders that stop when everything arrives
- TaxDome/Canopy/Karbon
Engagement letters & e-signature
- Trigger
- A proposal is accepted
- Outcome
- The engagement letter is generated and sent for signature; work is created once it’s signed
- TaxDome/Karbon
- E-signature
Recurring task creation
- Trigger
- A new month, quarter or tax year starts
- Outcome
- Recurring jobs and checklists are created for each client
- Karbon/TaxDome
Invoice & payment reminders
- Trigger
- An invoice is due
- Outcome
- Reminders go out on schedule and stop once it’s paid
- QuickBooks Online/Xero
Status updates
- Trigger
- Work reaches a milestone
- Outcome
- The client gets a short update, which cuts “where’s my return?” calls
- Practice management
INTEGRATIONS
Works with your practice stack
Practice management
- Karbon
- TaxDome
- Canopy
Accounting
- QuickBooks Online
- Xero
Using something else? If it has an API or webhooks, we can usually connect it.
HOW WE WORK
Audit. Build. Run.
One workflow at a time, with a fixed quote before any work starts.
- 01
Audit
A free 30-minute workflow review. We map one handoff, find where it stalls, and send a written plan with a fixed quote within 48 hours.
- 02
Build
We build one production workflow on your existing tools, test it against real edge cases, and document how it works.
- 03
Run
We monitor it, fix what breaks, and make small improvements as your process changes.
- Your tools stay
No platform migration; we connect what you already use.
- You own everything
Accounts, workflows and documentation stay in your name.
- Humans make the decisions
Candidate and client decisions stay with your team.
- Failure alerts
If a step fails, the right person hears about it.
COMMON QUESTIONS
Questions about automation for accounting firms
Will this replace Karbon, TaxDome or Canopy?
No. We build around your practice management platform.
Can clients upload documents securely?
Yes, through the client portal or upload tools you already use.
Do reminders stop once documents arrive?
Yes. Each reminder checks what’s still missing before it goes out.
Can we set this up before tax season?
Yes, and that’s the best time. Allow time for the review, build and testing before the rush.
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