Industry

Tax & accounting

Tax practices outgrow QuickBooks + WhatsApp by client 200. We design and ship a branded portal that absorbs client intake, document collection, return preparation, e-signature, billing, and recurring renewals — under your domain, with an AI assistant trained on your filings.

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Outcomes we deliver

faster document collection per return: 4×
drop in 'where's my return?' emails: 62%
manual deadline tracking: Zero
multi-currency billing built in: PKR / USD / GBP

What you’re dealing with

The pain in your inbox.

We’ve sat in a dozen of your meetings. These four came up every time.

01
Document intake is a part-time job
Clients email PDFs to 3 different addresses, drop files in WhatsApp, miss your deadlines. You hire admin staff to chase them. That cost should be software.
02
Return season is firefighting
March–June is a blur of status questions: 'is my return done?', 'where's my receipt?', 'what do you still need?'. Your CPAs answer the same 5 questions 200 times.
03
Off-the-shelf practice software fits like sandpaper
Drake, Lacerte, ProSeries — built for accounting workflows from 2003, sold per-seat, hostile to client self-serve. You stitch them with manual processes.
04
Renewals slip through the cracks
Annual filings, quarterly returns, recurring advisory engagements — without automation, somebody on your team is the calendar. That somebody quits eventually.

What we ship for tax & accounting

Four deliverables, productised.

01
Client intake portal under your brand
portal.yourpractice.com — clients log in once, upload docs to a structured collection (W-2s, 1099s, receipts), see exactly what's still needed, sign returns electronically.
02
Practice dashboard for your team
Every client's return status in one view. Filterable by deadline, by CPA, by stuck-on-X. Drop the spreadsheet you maintain by memory.
03
AI assistant trained on your practice
Drafts client emails, summarises uploaded docs ('this 1099 shows $42k in self-employment income'), answers client FAQ from your knowledge base — with audit logs you can review.
04
Billing + renewals on rails
Stripe + automated invoicing. Recurring engagements auto-renew with client confirmation. Past-due notices go out without you remembering.