Every automation listed here has been designed, built, and deployed for a live accounting firm client. This is a working index and does not include everything we have deployed. Use it to find workflows similar to yours, or to understand the breadth of what we've automated before your discovery call.
Monitors SafeSend Organizer for completed organizers and uploaded documents. Automatically routes them into a firm's GoFileRoom and advances the FirmFlow task.
Monitors SafeSend Signature uploads, files them into GoFileRoom under the correct client and year, and updates FirmFlow.
Monitors SafeSend for signed 8879s. Uploads the signed PDFs to GoFileRoom and advances the FirmFlow task.
Monitors SafeSend for signed 8879s. Uploads the signed PDFs to SharePoint for further automated processing.
Daily pulls signed engagement letters from Ignition and uploads them into GoFileRoom under the correct client and tax year folder.
Generates outbound letters to SharePoint from Practice ERP.
Monitors SafeSend Organizer for completed organizers and uploaded documents. Automatically routes them into SharePoint for further automated processing.
When the Practice ERP task enters Assembly, exports completed SurePrep workpaper binders and syncs them to GoFileRoom.
Exports client-provided files from Suralink and deposits them into the appropriate SharePoint folder structure. Runs on schedule or on demand.
Syncs records and documents from a practice management ERP into GoFileRoom, keeping the document management system current with the client list.
Daily exports workflow status from FirmFlow and loads it into SharePoint for reporting.
GUI-based migration utility that moves documents from FileCabinet CS to GoFileRoom in bulk, preserving folder structure and metadata.
Files client-uploaded organizers, source documents, and questionnaires from SafeSend Gather into CCH Document and advances the return status in CCH Workstream (engagement letters intentionally skipped). Emails an inventory of received documents to the responsible people.
Files signed documents (engagement, representation, advisory letters, and returns) into the correct CCH Document folder by type, marks them complete in SafeSend, and notifies the right party based on document type: A&A lead, consulting contacts, or the SafeSend sender.
Automates the tracking of extensions in CCH Axcess Tax. When the extension is accepted, downloads the acceptance report, merges it with the extension PDF, saves to GoFileRoom, and updates Practice ERP.
Manages the eFile signature workflow end-to-end: routes 8879s to clients, releases returns to the IRS, monitors for completion, and triggers downstream archiving and status updates.
Polls government eFile acknowledgment systems and updates the firm's practice management system with accepted/rejected status, eliminating manual status checks during filing season. When accepted, saves the acceptance report to GoFileRoom.
Compares eFile submission records against the practice management system to identify mismatches, missing acceptances, or unrecorded submissions. Produces a daily or on-demand exception report.
Automates the submission of SurePrep workpaper binders to the tax software workflow at the appropriate workflow stage.
Pulls the firm's eFile status records (federal, state, and FBAR) from CCH Axcess for the trailing 90 days into a shared SharePoint Excel file for Power BI dashboards. Runs on a schedule with no staff involvement and emails an alert if any records fail.
Reads the client ID and tax year off scanned paper 8879 signature forms using OCR, files them into CCH Document, and advances the return in CCH Workstream. Processed and failed forms are sorted automatically, and staff are emailed a list of any documents that failed to process.
The moment a taxpayer signs their 8879 in SafeSend, files the signed form into CCH Document, advances the return status in CCH Workstream, and marks the return complete in SafeSend. Emails the responsible person if there is an error advancing the return.
Sends an automated email with the client's signature link in the email body from the firm's email domain. Reduces delay in clients signing their returns.
Sends automated appointment reminder emails to clients via SchedulEase on a weekly schedule using the firm's domain, replacing a manual outreach process.
When a return is delivered in SafeSend, sends the taxpayer (and spouse) a branded, personalized email with their secure review and signature link, using separate individual and business templates. The responsible person is CC'd.
Twice-daily email digest to each client contact summarizing the documents received through SafeSend Gather, grouped so each person sees only their own clients. Keeps staff informed without anyone checking logs manually.
Reads payroll data from Practice CS and imports it into QuickBooks Online, charges the client, and clears the expense from Practice CS. Includes a GUI for staff-initiated runs.
Pulls billable fees from a QBO fee report into Practice CS. Staff-controlled GUI.
When a discovery call is booked through Calendly, a new deal and contact are automatically created in Pipedrive, pre-populated with meeting details, firm name, and scheduled date. A custom email is sent with a pre-populated intake form.
On submitting the intake form, updates the prospect in Pipedrive and generates an AI prompt to run in our project management software to find projects with a similar tech stack, processes, and pain points.
Monitors Pipedrive for deals that have gone quiet past a defined threshold and triggers a re-engagement email sequence.
Automates invoice delivery to clients from QuickBooks Online, triggered by billing milestones rather than manual initiation.
Automates the end-to-end monthly billing cycle: pulls billable activity, generates invoices in QBO, and sends them to clients on schedule.
Processes current-year and prior-year 1040 returns and source documents through a structured LLM review loop. Produces a line-item PDF report with pass / fail / unable-to-verify results for each checklist item, giving reviewers a prioritized exception list.
This list is a subset of what we've built. If you have a workflow you want to automate, bring it to a discovery call. We'll tell you what's possible and whether we've solved it before.
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