Tax preparation automation projects for CPA firms typically begin at $3,500 for foundational automations, with costs varying based on your specific workflow complexity and existing software integrations. Most engagements are fixed price, ensuring you know the total investment upfront. We begin every project with a complimentary systems audit, outlining the exact scope and deliverables before you commit.
We conduct a thorough analysis of your current tax preparation processes, from client onboarding to final review, identifying manual bottlenecks. This includes mapping how client data flows, or doesn't flow, between your CRM, document management system, and tax software.
Our team designs and builds custom automations, such as tools for automated document categorization, data extraction from K-1s, or workflow triggers in your practice management system. We integrate these solutions seamlessly with your existing technology stack, including platforms like CCH Axcess, Lacerte, or UltraTax.
We deploy the automations into your live environment and provide comprehensive training for your team, ensuring smooth adoption. Post deployment, we offer support and optimization to maximize efficiency gains and adapt to any evolving tax preparation needs.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit