Less spreadsheet busywork
Many firms still run core ops on Google Sheets and email. We automate repetitive data pulls, client intake, and report prep-then connect the practice software and portals you already trust.
- Data entry
- Report pulling
- Lead filter
- Client chat
The work is repeatable. The tabs are not.
Tax season and month-end close multiply the same tasks-copying numbers, chasing documents, and answering clients about status and deadlines.
Manual data entry
Receipts, payroll exports, and client forms get retyped into sheets and practice software line by line.
Report assembly
Partners wait on associates to reconcile tabs, fix broken links, and paste summaries into deliverables every close.
Lead noise
Website inquiries need qualification, document checks, and routing before they reach a partner’s calendar.
Client status questions
“Where is my return?” and “What do you still need?” land in inboxes instead of a self-serve answer grounded in your process.
Automate the sheet. Keep the partner in control.
Start with one workflow that everyone already does in Sheets-then add client-facing chat and CRM handoffs when the team is ready.
Ingest
Pull & normalize client data
Map exports from portals, email attachments, and forms into structured rows-with validation rules your team defines.
Prepare
Report & workbook prep
Automate tab refreshes, variance pulls, and checklist steps associates run before every review meeting.
Front door
Leads & client FAQs
Qualify new business, collect intake fields, and answer policy questions from your engagement letters and FAQ docs.
What runs on autopilot vs. what needs a CPA.
Automated
Machine-first
- Data extraction and tab updates
- Document collection reminders
- Lead scoring and routing rules
- FAQ answers from firm-published docs
Partner review
Human sign-off
- Final returns and filings
- Judgment calls and exceptions
- Complex advisory conversations
- Anything outside documented policy
Associates spend time on review-not retyping.
Partners
Faster close cycles
Less waiting on workbook assembly; clearer status on what is blocked and why.
Staff
Fewer swivel-chair tasks
Less copying between email, Sheets, and practice software for the same client packet.
Clients
Clearer self-serve answers
Status and checklist questions answered on your site-with escalation to the team when needed.
Connects to the stack you already use
- Google Sheets
- Practice software
- Client portal
- Email & CRM
Pick the sheet everyone hates.
The best first project is the workbook or intake process the team already complains about-not a firm-wide transformation.
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Map one repeatable close or intake flow
List inputs, tabs, and handoffs. That becomes the automation blueprint.
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Automate extraction and validation
Pull data from exports and forms; flag missing fields before a human opens the file.
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Add client chat when intake is stable
Ground answers in engagement letters and FAQ pages-route exceptions to the right mailbox.