Tech stack consolidation for accounting and finance firms
Accounting firms pay for separate tools to onboard clients, collect documents, track engagements, manage workflows, and bill time. Client data ends up in five places. During busy season, the manual copying between systems becomes its own bottleneck.
Audit your tech stackThe usual tool pile, and what folds together
Most firms run five to eight separate tools beyond the core accounting software. The audit identifies what can consolidate.
Busy season shouldn't mean manual copying
During tax season, every minute spent copying data between systems is a minute not spent on client work. When you're billing by the hour, that overhead comes straight out of margin.
We build systems where client data flows from intake through delivery without re-entry. Document requests go out from the same place that tracks their return. Time entries connect to the engagement they belong to.
How an accounting firm engagement runs
Frequently asked questions
Clients receive a unique, encrypted upload link tied to their engagement. They can drag and drop W-2s, 1099s, and other tax documents without creating an account. Every upload is logged and automatically attached to the correct client record in your system.
Yes. The workflow engine lets you create repeatable checklists for each return type, set automatic reminders for missing documents, and track every engagement's status across your entire book. Partners can see firm-wide progress at a glance without interrupting staff.
Each client gets a branded portal showing their engagement status, outstanding document requests, completed deliverables, and invoices. There's no per-client fee—portal access is included for every active client in your system.
The system connects to major tax prep platforms like Drake, Lacerte, ProConnect, and UltraTax through API integrations or file exports. Client data and engagement details flow into your tax software without re-entry.
All data is encrypted at rest and in transit. The platform supports two-factor authentication, role-based access controls, and detailed audit logs. We maintain SOC 2 Type II compliance and can provide documentation for your firm's security review.
See what you're paying per client
Send your subscription list. The audit shows the real per-client cost and what makes sense to consolidate.