Industries
Busy season leaves no room for a bad morning.
We build the tools that carry a practice through busy season — client intake, document collection, a portal that answers the same question for you.
Free · Ten minutes · The report is yours either way
Busy season, on one screen
The documents chase themselves. The board answers the rest.
A page where each client sees what you are still waiting on, reminders that go out without anybody sending them, and one board that says where every return sits — instead of a spreadsheet one person keeps honest through April.
- Example request list on a client’s phone — What we still need, 2025 return · 3 of 5 in. Last year’s return: received. W-2s: received. 1099s: received. Charitable receipts: waiting. Uploading now: Mortgage interest, uploading. Nobody had to ask twice.
- Example reminders, sent without anybody sending them — Reminders, sent for you. Day 3: “Still needed for your 2025 return: mortgage interest and charitable receipts.” Day 7: “One left — the charitable receipts.” Last one in. Reminders stop. Nobody typed these.
- Example season board — season board. Which return is where. Waiting on documents: 4. In preparation: 6. In review: 3. Signed and filed: 9. Extended · Oct 15: 2. Filing dates on the board: Jan 31 · Mar 16 · Apr 15 · Oct 15. Instead of the tracking spreadsheet. Everyone sees the same board.
- Example signature list — Engagement letter: Signed. Filing authorization: Not yet. Stays on the list until it is back.
- Example address change in two systems — Client list: 14 Oak Street. The other system: 14 Oak Street.
- Example work-in-progress screen — Work in progress, Over budget, Unbilled.
- Example season appointment — Tue 9:30, Tue 10:00, Tue 4:30. The time they took: Tue 10:00, Booked. Bring: last year’s return, W-2s.
They can see what you are waiting on
The list is on their phone, and what they upload lands on the return — not in somebody’s inbox to be filed later.
The chasing happens without you
A reminder on day three, another on day seven, naming only what is still missing. It stops the moment the last one arrives.
Which return is where
Stages, extensions and filing dates on one board, so the answer is not held by one person.
Who has not signed yet
Engagement letters and filing authorizations go out, come back signed, and the outstanding ones stay listed.
Typed once, lands in both
A change of address goes in one place, and the system that never talked to it has it too.
The report nobody should rebuild
Work in progress, who is over budget, what is still unbilled — a screen instead of an afternoon.
They book their own season slot
They pick a time, answer your questions first, and arrive with the papers you asked for.
Nobody spends February asking twice for the same document, and nobody interrupts the person with the spreadsheet to find out where a return is. The answer is on a screen, and it is the same answer for everyone who looks.
Ten minutes on a call, then a written plan a few days later — yours either way.
What we build
We build it. Then we keep it running.
Web applications, client portals, booking systems and the small tools that take a job off somebody’s desk — designed and built for accounting practices, then supported by the same people who wrote them.
One firm. The people who built it are the ones who answer afterwards.
A page showing what is outstanding
Each client sees which documents you are still waiting on, and uploads them right there.
Who has not signed yet
Engagement letters and filing authorizations go out, come back signed, and the outstanding ones stay listed.
Season appointments clients book themselves
They pick a slot, answer your questions first, and arrive with the papers you asked for.
A site built for January
Fast, plain, says what you actually do, and books the first meeting without a call.
Bring it to the same ten minutes. We’ll tell you whether it is worth building before we quote it.
Your calendar is set by somebody else. The lights are on late, the returns are stacked, and a deadline takes no interest in your morning.
So the tracking is a spreadsheet. Which returns are where, who is waiting on what, and one person who keeps it honest through April.
10 min
on a call, no charge
In pieces
usable before it is finished
Same team
builds it, then keeps it running
If you hire us
How the first build goes.
01First weeks
We read what is there
Whatever runs your work today keeps running while we learn how it is actually used.
02The first piece
Something you can use
One useful part, shipped early, instead of one delivery at the end you cannot see until it lands.
03After that
The people who built it
The same team keeps it running, so a change is a conversation rather than a project.
Ten minutes on a call. You keep the plan either way.
What we handle
What we build for you.
The same foundations underneath, shaped to how your week runs.
We start with the return tracker
The spreadsheet that says which return sits where describes your season better than any brief could.
Which return is where
Stages, extensions and filing dates on one board, so the answer is not held by one person.
Two systems that never talked
We join them up, so a change of address is typed once and lands in both.
The organizer stops being paper
Clients answer on a phone, and nobody retypes a page that came back in the mail.
The report nobody should rebuild
Work in progress, who is over budget, what is still unbilled — a screen instead of an afternoon.
Changes wait for a quiet week
The people who built it are the ones who keep it running, and April is left alone.
Other industries we build for
Start with the review. Ten minutes.
Start with ten minutes on a call, then a written plan a few days later: what to build first, what can wait, yours either way.
Or ten minutes on the phone first
About half the reports say you’re in decent shape. If that’s you, we say so and leave.