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United States · For CPA firms & bookkeepers

Digital transformation for CPA firms, enrolled agents, and bookkeepers in the United States. W-2s, 1099s, and K-1s collected, data extracted into QuickBooks Online or Xero, and routine work drafted for your team to review.

Software we connect to

Keep your software. We make it talk to the rest, and build what is missing.

  • QuickBooks Online
  • Xero
  • TaxDome
  • Karbon
  • CCH Axcess
  • UltraTax CS
  • Lacerte
  • QuickBooks
  • Zoho
  • Microsoft 365
  • Google Workspace
  • Salesforce
  • HubSpot
  • Slack
  • Notion
  • Stripe
  • Shopify
  • SAP
  • Oracle NetSuite
  • Odoo
  • Power BI
  • Zapier

The problems we solve

Does this happen in your business?

  • Busy season goes on chasing clients for W-2s and 1099s that arrive in pieces
  • K-1s come in late, and returns sit half done waiting for them
  • Staff re-key receipts, statements, and invoices that already exist digitally
  • Sales tax differs by state, so every client's coding needs care
  • Good CPAs are hard to hire, and they are stuck on low-value work
  • You are careful about client data and new tools, and you should be

Packages

Choose the headache. We take it from there.

Each package begins with a short call about how your business works. We quote the price after that call.

Package 01

Client Document Intake

W-2s, 1099s, K-1s, and receipts requested, chased, collected, and filed, so nobody on your team writes one more "friendly reminder" this busy season.

  • Document checklists per client, for example Form 1040 individuals or Form 1120-S and Form 1065 businesses
  • Automatic reminders until everything is in
  • Files named and stored in your practice system
  • A dashboard showing who is still outstanding
Package 02

Data Extraction & Coding

Receipts, invoices, and statements read, extracted, and suggested for coding, then checked by your team before anything posts.

  • Extraction from PDFs, photos, and emails
  • Suggested coding into QuickBooks Online or Xero, with state sales tax lines marked for checking
  • Exceptions flagged for human review
Package 03

Practice Assistant

An internal assistant that works from your procedures, templates, and past work, for your staff rather than your clients.

  • Drafts client emails and engagement letters
  • Answers procedure questions from your own manuals
  • Summarizes client files before meetings
  • Limited to your firm's staff and data, with a record of what it was asked

How it works

How a project runs.

Tell us once how things really work. After that, the headache is ours.

  1. 01

    Listen

    First we sit and listen to how the work really runs. Only then do we build anything.

  2. 02

    Pick

    We choose the one or two fixes that save the most hours, and park the rest.

  3. 03

    Build

    We build it and connect it to your software. You keep running the business.

  4. 04

    Hand over

    Your team learns it on real work. A person checks anything a customer will see.

  5. 05

    Stay close

    We do not vanish after launch. An optional monthly plan keeps it running and improving.

Frequently asked

What about client confidentiality?

Data handling is decided before anything is built: where it flows, who can access it, and which tools are permitted. We are based in Nashik, India. Section 7216 of the Internal Revenue Code generally requires taxpayer consent before return information goes to a preparer outside the United States, with added steps for Social Security numbers. We build to the limits your firm sets. Your firm stays responsible for those rules.

Does it file anything with the IRS?

No. It drafts and prepares. Your CPAs, enrolled agents, or other qualified professionals review, decide, and file with the IRS and state agencies. Accountability stays with your firm.

Will it work with our tax and practice software?

We start from QuickBooks Online, TaxDome, Karbon, or whatever you run. Each product allows different connections, so the scoping step confirms what is possible before you commit.

Tell us what is giving you headaches. If a package fits, we say which one. If software is not the answer, we say that too.

We email you first, and call if we need to.

A few lines is plenty.

We reply within one business day. See our privacy policy.

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