Tax season overwhelm, year-round document chasing, and endless client follow-ups. We build automations that smooth the peaks and eliminate the manual work that burns out your team.
Sound familiar?
Document collection is a nightmare
Chasing clients for W-2s, 1099s, and receipts eats weeks every season. Your team sends emails, leaves voicemails, and follows up again and again while deadlines keep getting closer.
Clients call constantly asking for updates
Your team fields the same questions over and over: 'Where's my return?' and 'Has it been filed yet?' Every call pulls someone away from actual work during the busiest weeks of the year.
Critical deadlines sneak up on you
Extension deadlines, estimated payment dates, and filing cutoffs pile up across hundreds of clients. When something slips, the penalty falls on your firm's reputation.
Engagement letters stall new work
New clients and returning engagements wait days or weeks for letters to go out. Unsigned letters sit in inboxes, and your team can't start work until they come back. Every delay pushes the timeline.
Estimated tax payment reminders fall on your plate
Clients forget quarterly payments and blame you when penalties hit. Your team tracks due dates and payment amounts manually, and someone always falls through the cracks.
Onboarding new clients takes weeks
W-9 requests, portal access setup, and engagement letters all happen one email at a time. New clients sit in limbo for days before anyone can start on their work.
Automations built for accounting & bookkeeping.
Document Collection Pipeline
Sends requests, tracks what's missing, and sends follow-ups automatically. Clients upload to a portal, documents organize themselves.
Client Status Updates
Automated progress updates so clients know where their return stands without calling your office.
Deadline Reminder Sequences
Extension deadlines, estimated payment dates, and filing reminders sent automatically. Nothing slips through.
Engagement Letter Automation
Generate, send, and track engagement letters. Auto-follow-up on unsigned letters so you can start work on time.
Quarterly Tax Payment Reminders
Automatically sends estimated tax payment reminders with calculated amounts and due dates. Clients stay compliant without you chasing them down.
New Client Onboarding Sequence
Triggers W-9 requests, portal access setup, and engagement letters the moment a client signs. Gets new clients into your workflow in days, not weeks.
And more. Every build is scoped to your specific operations.
Don't sweat the small stuff.Automate it.
Book a free operations audit. We'll walk through your day-to-day, identify where custom-built automation infrastructure can create the most impact, and give you an honest assessment.
Or email us at hello@eidos.works