Industries · Tax and accounting firms

Tax and accounting firms: more customers, new revenue, less unnecessary cost.

Tax and accounting firms spend their busiest months chasing clients for paper. These are the systems we would typically build and operate for a CPA, tax or bookkeeping firm, using the tools it already has.

These are examples, not a package. We start with the opportunity worth the most to your business, record a baseline, and build what it needs using the tools you already have.

What we usually see

Organizers go out, half come back, and staff spend weeks sending reminders. Engagement letters sit unsigned while work starts anyway. Bookkeeping clients send receipts by text, email and envelope. Extensions and estimated payments live in a spreadsheet. After April, the planning work that could fill the quiet months never gets offered.

Tools you probably already use

  • Practice management such as Karbon, TaxDome, Canopy or Financial Cents
  • QuickBooks Online or Xero
  • Your tax preparation software
  • Your client portal and e-signature
  • Email and your calendar

Where we would start

  1. 01

    Documents in, without the chase

    Each client gets a checklist built from last year's return, with reminders until everything arrives, and your team sees what is missing at a glance.

    What changes

    Staff time moves from chasing paper to preparing returns.

  2. 02

    Engagement letters signed first

    Letters go out for signature before the season starts, with reminders, and work is flagged if a letter is still missing.

    What changes

    Every engagement starts on paper, without anyone tracking it by hand.

  3. 03

    Monthly close on a schedule

    Close tasks run on a calendar, questions about uncategorized transactions go to clients in plain language, and finished books move to review.

    What changes

    Bookkeeping clients close on time, every month.

  4. 04

    Deadlines and extensions tracked

    Every client's filing deadlines, extensions and estimated payment dates in one view, with reminders to your team and to clients.

    What changes

    The spreadsheet of dates stops being a single point of failure.

  5. 05

    Year-round client touchpoints

    After the season, clients hear about planning, estimated taxes and year-end moves at the right time, in your voice.

    What changes

    The quiet months fill with advisory work.

  6. 06

    A weekly firm report

    Returns by status, what is waiting on clients, what is overdue and who needs a nudge, in one message.

    What changes

    Partners see the whole firm without asking anyone.

Scout, Forge and Sift for tax and accounting firms

Acquire

Scout

Find the demand you are not capturing, from missed inquiries and dormant leads to nearby customers who have never heard of you, then build the path that turns it into paying customers.

Explore Scout Expand

Forge

Turn what the business already knows and does into revenue that repeats: plans, memberships, add-ons or new services your customers would pay for.

Explore Forge Save

Sift

Find the software, vendors and manual work you pay for every month without needing all of it, and replace them without losing what they do.

Explore Sift

What stays with you

Tax positions, advice, preparation and signing stay with your professionals. AI sorts documents and drafts reminders; it never prepares or files a return. Client data is reached only through the access you grant. Connecting your tools does not authorize us to send messages or change records; every automatic action is one you agreed to, and you decide what needs review first.

Questions

Do we need to change practice management software?
No. We work with Karbon, TaxDome, Canopy or whatever you use, and connect it to your accounting, portal and e-signature tools. We confirm what can connect before any work begins.
Will AI prepare returns?
No. AI helps inside the systems, such as sorting incoming documents and drafting client reminders. Preparation, review and signing stay with your team.
Is this only for tax season?
No. Monthly close, deadlines and year-round client touchpoints run all year, and the slow months are when the systems do the most for you.

Also in legal, financial and insurance

Your business, not a template.

Tell us where the business feels constrained. We will tell you which opportunity we would start with, what it would take, and what we would leave alone.

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