Less document chasing.
More time for your clients.
We help introduce the digital intake tools you already have—and help your clients actually use them.
Find your starting point
The missing piece
is often the introduction.
01Start with your software+
Review the portal, import and document features available in your current accounting setup.
02Bring clients along+
Clear invitations, instructions and follow-up make the new process understandable.
03Measure the effort+
Track the support and administrative work before deciding what to automate next.
One workflow. 10–20 clients.
What we set up
Set up one existing document-intake process, onboard a first client group and review the support effort during a six-week pilot.
What stays outside the pilot
Tax advice, eÁFA migration, AI reply drafting and telephone reception are not part of this initial pilot.
Six weeks from go-live, with two feedback sessions. You decide whether to continue; there is no automatic renewal.
Discuss a pilotIntegrations & boundaries +
Accounting judgement remains with your office. Later communication automation is scoped separately after the intake process works.
Data & integrations