Document intake automation projects for CPA firms typically start at $3,500 for foundational setups, with costs varying based on your firm's specific workflow complexity and existing system integrations. We offer fixed-price engagements, ensuring clear cost expectations from the outset. Every project begins with a complimentary systems audit to precisely define your requirements and scope.
We begin by mapping your firm's current client document submission pathways, from secure portals to email attachments, and identify all manual data entry points into systems like your CRM or tax software. This allows us to pinpoint inefficiencies and define clear automation objectives, such as standardizing engagement letter collection or automating W-2 processing.
Based on the audit, we design and build a custom automation flow, configuring tools to automatically extract key data from client documents, categorize files, and push information into your practice management or document management systems. We focus on seamless integration with your existing platforms, like SmartVault or DocuWare, to ensure smooth data transfer.
Once built and thoroughly tested, we deploy the automation within your firm's environment and provide comprehensive training to your team on managing the new streamlined intake process. This ensures your staff can confidently utilize the system, reducing manual errors and freeing them for more analytical tasks.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit