Professional Services
Streamline client onboarding, project management, and billing so you focus on delivering exceptional service—not chasing documents and deadlines.
You're Experts in Your Work. Your Admin Should Be Too.
Professional services firms—accounting, consulting, legal, architecture—deliver high-value work. But too often, that work is buried under manual intake, document chasing, and billing guesswork. When tax season hits or a big engagement drops, the scramble to get clients onboarded and documents collected becomes a bottleneck.
We automate the operations that slow you down: client onboarding, engagement letters, document collection, and time-to-billing. Your team spends less time on admin and more time on the work clients actually pay for.
Real Example: How We Helped a Regional CPA Firm
A 12-person firm serving small businesses and individuals was drowning in document requests and deadline pressure every tax season.
!The Problem
- ×Document collection chaos. Clients were emailed lists of what to send—W-2s, 1099s, receipts. Staff chased the same people for weeks. Documents arrived in random formats. Organizing everything before the deadline was a nightmare.
- ×Onboarding backed up. Engagement letters went out by mail or email. Signatures came back inconsistently. New clients slipped through cracks. By January, the firm was already behind on intake for existing clients.
- ×Time and billing in spreadsheets. CPAs logged time loosely or not at all. Billing was assembled manually at month-end. Utilization was a guess. The firm had no clear picture of which engagements were profitable.
How We Solved It
- Automated document requests. Clients receive a branded portal link with a clear checklist of what to upload. Reminders go out automatically. Staff see at a glance who's complete and who needs a nudge. Document collection that used to take weeks now happens in days.
- Streamlined engagement letters. Engagement letters are sent digitally with e-signature. New clients get an automated onboarding sequence. The firm finishes intake before busy season instead of during it.
- Time tracking that flows into billing. CPAs log time against clients and engagements. Reports show utilization and realization. Billing is pulled from actual time instead of estimates. The firm finally knows where they make money—and where they don't.
Result: Document collection completed 3–4 weeks earlier. Engagement letters signed in days, not weeks. Billing cycles shortened and utilization improved. The firm took on 15% more clients in the next tax season without adding staff.
What We Build for Professional Services
Client management, proposal automation, and time tracking—built to fit how you work
Client Management
Centralized client profiles, document requests, and status tracking. Know exactly where each engagement stands without digging through email.
Engagement & Proposal Automation
Automated engagement letters, e-signature workflows, and proposal templates. Get clients onboarded and signed faster—especially before busy season.
Time Tracking & Billing
Time entries that flow into billing. Clear visibility into utilization and realization so you capture what you earn and spot capacity gaps.