# Automata Practice Development

> Automata Practice Development (APD) is a managed automation services company built exclusively for public accounting firms. APD designs, builds, and operates custom automations embedded in a firm's existing workflow and tech stack, then maintains and expands them over time as a continuous managed engagement (not a one-off software sale).

## Who this is for

Public accounting firms of any size, from 15-person regional practices to Top 100 firms with 700+ staff, looking to reduce manual, repetitive work (document handling, tax return/eFile processing, practice management reporting, client communications) without replacing their existing software.

## What APD does

- Document routing and archiving between systems like SafeSend, Ignition, CCH Document, GoFileRoom, and SharePoint.
- Tax return processing and eFile: extensions, 8879 processing, eFile status monitoring, government acknowledgment tracking.
- Workflow and practice management automation: scheduled data exports from CCH Axcess, Karbon, and other practice management systems; automated Business Intelligence reporting.
- Automated client and staff emails: 8879 signature reminders, appointment reminders, merged custom content.
- Automation + AI: senior-level review tasks, exception identification, and document analysis built on APD's proprietary Role, Standards, and Patterns methodology, designed to be production-ready and auditable.

APD's engineers and Solutions Managers are U.S.-based and accounting-fluent, avoiding IRC §7216 data-disclosure concerns and offshore handoffs.

## Key pages

- [Home](https://automatapracdev.com/): Overview, proof points, and how APD works.
- [Services](https://automatapracdev.com/services.html): The managed automation engagement model and process.
- [Deployed Projects](https://automatapracdev.com/deployed-projects.html): A working index of automations built and running for live accounting firm clients.
- [Integration Library](https://automatapracdev.com/integration-library.html): Every software integration APD has built and deployed in a live accounting firm environment.
- [About](https://automatapracdev.com/about.html): The team behind APD.
- [Downloads](https://automatapracdev.com/downloads.html): Free tools for accounting firms.

## Contact

Book a discovery call: https://calendly.com/whartman-apd/discovery-meeting
Address: 20555 Devonshire Street #442, Chatsworth, California 91311
Phone: (747) 316-1025