Free tools we've built for accounting firms. Download and use them, no strings attached.
This tool will take a clean PDF organizer that was directly generated from your tax software and create a document requests list in Excel for you. The only difference between the free and paid versions is the speed at which PDFs are processed.
Download →Materials for the AICPA small workshop. This will contain sample PDF bank statements, prompt files and other assets for the session.
Download →Not sure which workflows are worth automating first? Use this worksheet to map where your firm is losing the most time before your discovery call.
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