For accounting practices
Less chasing and checking between your systems.
We're building an assistant for accounting practices. It works alongside your team, checks that each client's documents are complete before the work starts, and follows up what's missing.
Jobs don’t stall waiting on documents.
What each client sends is checked against what the job needs, and the follow-ups go out.
No new system to learn.
It works alongside the tools your practice already uses, the way a staff member would.
Your people make the decisions.
It does the checking and the chasing. Your team does the tax work and the judgement calls.