Document chasing, status tracking, client follow-up, and reporting assembly. These are the workflows that make tax season brutal every year. Most of them can be automated -- and the Workflow Review shows you exactly which ones, in what order.
Schedule a Fit CallLost to manual client follow-up and document chasing
Lost to status tracking and reporting assembly
Lost to scheduling and communication overhead
Client Onboarding
Tax Season Workflow
Bookkeeping & Monthly Close
Client Communication
Chasing clients for missing documents via phone and email, individually, for every return
Automated document request sequences with client portal links -- staff only intervene when the deadline is missed
Tax return status tracked in a shared spreadsheet that is always one update behind
Status visible in real time from the practice management system, updated automatically as steps complete
Engagement letters drafted from scratch or from a saved email template for each new client
Engagement letters generated from a template in under 2 minutes, e-signed via DocuSign or PandaDoc
Deadline reminders sent manually, or forgotten when the partner is busy
Automated deadline sequences triggered by return status -- no manual intervention required
Adjust to your situation
Recoverable capacity per week
Based on your slider above
Annual capacity recovered
10 hrs x 52 weeks
Workflow Review investment
One-time flat fee. No retainer.
Estimated capacity value
520 hrs x $250/yr
These figures estimate the value of recovered capacity, not guaranteed revenue. Actual results depend on which recommendations are implemented and how they are implemented.
We guarantee that the Workflow Review will identify at least five hours per week of realistic, recoverable capacity, or we will refund the $997 fee in full. The guarantee covers the findings of the review. Actual results depend on which recommendations the client implements and how they are implemented.
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Flat fee · 5 business days · Full refund if we fall short
01
Client onboarding and document collection
We map every step from engagement letter to first deliverable, identify where clients go silent, and recommend the specific automation that closes the gap.
02
Tax season workflow and status tracking
We document your current return-tracking process, find where status becomes invisible, and recommend a system that keeps the whole team aligned without a daily standup.
03
Bookkeeping and monthly close
We identify which recurring tasks are manual by default rather than by necessity, and show you which QBO or practice management features eliminate them.
04
Client communication and scheduling
We audit your outbound communication cadence, find where reminders and follow-ups fall through the cracks, and recommend a system that runs without staff intervention.
05
Tool integration gaps
We map your current software stack (QBO, Drake, Lacerte, client portal, email) and identify where data is being re-entered manually between systems.
06
Prioritized implementation plan
Every recommendation is sequenced by ROI and implementation effort. You know exactly what to fix first, what to fix later, and what to leave alone.
We already use QBO, Drake, and a client portal.
Most accounting firms use the right tools but haven't configured the automation features those tools include. The review identifies which built-in capabilities are unused and which gaps require a third-party integration.
Our workflow changes every tax season.
Seasonal variation is exactly why a documented workflow map is valuable. The review captures your current state and identifies which parts of the workflow are stable enough to automate and which need to stay flexible.
We're too busy during tax season to think about this.
The review is designed to be done outside of peak season. The 60-minute interview can be scheduled in the off-season, and the recommendations can be implemented before the next busy period.
We tried a workflow tool before and staff didn't use it.
Adoption failures usually happen because the tool was implemented before the process was documented. The review maps the process first, then recommends tools that fit how your team actually works.
$997 flat fee. 60-minute interview. Written report in 5 business days. 100% money-back guarantee.
Not ready to commit? The 20-minute intro call is free.