Data entry automation for CPA firms typically costs between $3,500 and $15,000 for foundational projects. The exact price depends on the complexity of your current intake processes, the number of systems needing integration (e.g., QuickBooks, CCH Axcess, Lacerte), and the volume of documents like bank statements or payroll records. We offer fixed-price engagements, and every project starts with a no-cost systems audit to define precise scope and deliverables.
We begin with a deep dive into your firm's existing data intake and processing workflows, analyzing how client documents like financial statements or payroll reports move through your systems (e.g., from secure portal to tax software). This audit precisely identifies manual bottlenecks and high-volume data entry tasks suitable for automation.
Based on the audit, we design and build a custom automation solution, configuring integrations between your specific software platforms (e.g., extracting data from PDFs and pushing it into QuickBooks, Xero, or CCH Axcess). We ensure the solution accurately captures, validates, and routes data according to your firm's rules and compliance requirements.
After rigorous testing to ensure accuracy and reliability, we deploy the automation into your live environment and provide comprehensive training for your team. Your staff will learn to monitor and manage the automated workflows, ensuring a smooth transition and immediate productivity gains across data entry tasks.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit