Workflow Automation

Automate Your Practice Operations

Build custom workflows that automate routine tasks, ensure consistent processes, and free up your team to focus on high-value client work. Start Building Workflows See Workflows in Action

Pre-Built Workflow Templates

Start with proven templates for common accounting workflows, then customize them to match your practice's unique processes.

Client Onboarding Client Management Complete new client setup from engagement letter to first deliverable 12 Steps 2 hours Avg Time 85% Automated Digital engagement letter signing Automated document collection Team member assignment +2 more features Tax Return Processing Tax Services End-to-end tax return workflow from intake to filing 18 Steps 4.5 hours Avg Time 70% Automated Document collection checklist Preparer assignment by expertise Quality review checkpoints +2 more features Monthly Bookkeeping Bookkeeping Recurring monthly close process with client review 15 Steps 3 hours Avg Time 90%…

Powerful Workflow Builder

Create sophisticated automation with our intuitive visual builder.

Visual Workflow Builder Drag-and-drop interface to create complex workflows without coding * No technical skills required * Visual process mapping * Conditional logic support * Template library included Interactive Demo Watch how to build a client onboarding workflow in under 5 minutes Smart Triggers Automated workflow initiation based on events, dates, or client actions * Event-based automation * Date-driven workflows * Client portal triggers * Email integration triggers Interactive Demo See how workflows automatically start when clients upload documents Approval Routing Intelligent routing f…

Proven Results

See the impact of workflow automation on practice efficiency and client satisfaction. 15 hours/week Average Time Saved 98% Process Consistency 87% Error Reduction 96% Client Satisfaction

Seamless Integrations

Workflows connect with all your existing tools to create a unified practice management system. Email Integration Send automated emails at any workflow step Calendar Sync Automatically schedule meetings and deadlines Document Generation Create documents from templates with client data Time Tracking Automatic time logging for workflow activities

Sterling & Associates CPA

15-person regional firm Challenge Inconsistent processes across team members led to missed deadlines, client complaints, and 30% of time spent on administrative tasks. Solution Implemented 12 automated workflows covering client onboarding, tax preparation, and monthly bookkeeping processes. "Workflows transformed our practice. We're now processing 40% more clients with the same team, and our error rate dropped to nearly zero." - Michael Sterling, Managing Partner Impact Achieved 40% More clients processed 95% Error reduction 12 hrs Saved per week 98% Client satisfaction

Ready to Automate Your Practice?

Start building workflows today and see immediate improvements in efficiency and consistency. Start Building Workflows Book Workflow Demo Free workflow templates included • No setup fees • Cancel anytime