Solo and small-firm CPAs spend 4 to 8 hours a day on overhead. Chasing documents, answering status calls, sending reminders. We build systems that handle all of it automatically.
The overhead problem
A solo CPA spends only 4 to 6 hours a day on actual tax preparation. The rest is communication, chasing, admin, and interruptions.
The number one non-billable time drain. Every client is missing one or two items. You send the same reminder three to five times.
Constant during March and April. Each call interrupts real work. You lose fifteen minutes of focus every time.
Client questions, document submissions, scheduling. Status updates are almost always reactive - a client asks, you stop and respond.
Fifteen to thirty minutes daily, but the real cost is avoidance. Receivables accumulate for months.
What we build
Built around the tools you already use. Drake, Lacerte, ProSeries, QBO. No new software to learn.
Automated organizer distribution, real-time receipt tracking, and missing document reminders. No more sending the same email five times per client.
Clients see real-time return status - in queue, in review, ready for signature - without calling your office.
Proactive updates, appointment scheduling, seasonal reminders, and year-end planning letters sent at exactly the right time.
Auto-sent at season start with signature tracking. No more manually mailing two hundred organizers and hoping they come back.
Automated billing after filing, payment reminders on schedule, and receivables tracking that surfaces who owes what.
Intake forms, engagement letters, document checklists - auto-sequenced so new clients get exactly what they need.
Free Guide
The 5 workflows that eat your day, what automation looks like for each one, and an automation readiness checklist. Seven pages, no fluff.
No spam. Just the guide and a couple follow-up insights.
I do not ever see myself NOT working, but I am planning to exit this profession.
- CPA practitioner, TaxProTalk
The profession doesn't have a talent problem. It has an overhead problem. If you're spending more time on admin than on actual tax work, something is structurally broken. We fix the structure.
The process
We map your workflows and identify the biggest time sinks. Thirty minutes, no commitment.
Clear scope, timeline, and pricing based on what the problem costs your firm. Delivered in 48 hours.
Built around your existing tools. Tested against real client data until it runs flawlessly.
Fully documented. Your team runs it. No subscription, no dependency, no lock-in.
Common questions
Start with the highest-overhead workflows - document collection, status inquiries, engagement letters. We map your processes and build systems that handle the repetitive work. You keep your tax software. We add a layer on top.
Document tracking, client status updates, engagement letters, appointment scheduling, invoicing, and new client intake. These account for four to eight hours of daily overhead in a solo practice.
We price based on what the problem costs you - not hours. Most firms recover the investment within 30 to 60 days through reclaimed billable time.
No. We build on top of Drake, Lacerte, ProSeries, UltraTax, QBO - whatever you already use. Your workflow stays the same.
Yes. We deploy targeted fixes immediately - automated reminders, status systems - and plan the full build for off-season.
Two to four weeks. Document collection automation - the highest-impact system - can be running within one week.
Book a free strategy call. We'll map your workflows and show you exactly how much time you can reclaim.
Book a Strategy Call