Check the workflows your firm currently handles by hand. The audit at the bottom turns your answers into an annual time-and-dollar leak, ranks your top three highest-leverage fixes, and maps you to a priced engagement. No call required to see the numbers.
Manually entering client info into practice management after signing.
Creating and sending engagement letters manually for each new client.
Manually creating client portal accounts and sending access emails.
Sending onboarding emails, checklists, and getting-started materials manually.
Manually sending "we need your documents" emails to each client.
Chasing clients who haven't uploaded — day 3, day 7, day 14…
Sorting uploaded files into correct folders and categories.
Manually tracking which clients are missing which documents.
"Where's my return?" responses sent individually.
Back-and-forth emails to find meeting times.
Manually sending estimated tax, filing deadline, and extension reminders.
Manually emailing clients when returns or reports are ready for review.
Manually creating jobs in practice management after proposals are signed.
Manually assigning team members to jobs based on workload.
Copying status info from one system to another (tax software → PM).
Manually compiling client status, AR aging, and capacity reports.
Creating invoices manually after work is complete.
Chasing overdue invoices with manual follow-up emails.
Matching payments to invoices across multiple systems.
Manual monthly billing for recurring clients.
Your firm's annual time leak, ranked fixes, and the engagement that maps to your situation. Drawn live from your checks above.
The recommendation auto-updates as you check items. The match is based on how many workflows your firm runs manually, and which categories they fall in.
We'll email you this audit — the leak, the top three fixes, and the recommended engagement — so you can think about it, share it with your partner, or print it.
Fifteen minutes, free, no pitch. We'll talk through your top fix and scope it on the call. If there's a fit, you'll have a fixed-price written scope within 48 hours.
Reserve a 15-min Fit Check →