// Accounting firms and agencies
Software for firms that spend tax season chasing documents
We build the client portal, proposals and back-office automation around how your firm works, and connect them to your accounting, storage and e-signature tools. Try it below on sample data.
// Sound familiar?
What we fix
Chasing clients for documents by email
A secure portal that shows each client exactly what is missing, takes uploads from their phone and sends reminders for you.
Engagement letters, signatures and payments in three places
Clients review, sign and pay in one flow, and the engagement moves to the next step on its own.
Proposals rebuilt from scratch every time
A proposal builder with your services, pricing rules and terms that creates a polished proposal in minutes and tracks acceptance.
Client bills and receipts retyped into the books
Documents arrive by email or upload, AI reads them and drafts the entries for review, so staff check work instead of typing it.
// Live demos
Try it before we talk
Working sample apps for a made-up company. Pick one and click around the way your team would.
// Connects to
Works with the systems you run
Your ERP or store stays the system of record. We build around it, not instead of it.
// Solutions
What we build for professional services
Client Portal
Accountants and agencies chase clients for documents over email.
Customer Proposal Builder
Reps build product offers in spreadsheets from stale stock lists.
Invoice Capture
Accounts payable retypes every vendor invoice by hand.
AI Support Assistant
The same 50 questions eat up most of the support team’s day.
// FAQ
Common questions
How is this different from the portal in our practice software?
Many practice tools include a portal clients find hard to use. A custom portal follows your exact checklists and branding, and connects to the tools you already pay for.
How do you keep client documents secure?
Encryption in transit and at rest, multi-factor sign-in, per-client access controls and a log of every download. Files can live in your own Microsoft 365 or Google storage.
How do projects usually start?
With a free 30-minute workflow review, then a short fixed-price discovery sprint that ends in a clickable prototype and a fixed quote for the first phase.
// Next step
Want to see how this fits your business?
Tell us how the work gets done today. We will tell you plainly what we would build, how long it would take and what it would cost.