Custom software development for accounting firms.
Client onboarding, document collection, workflow tracking, AI that reads statements and receipts, or the tool your practice software is missing.
What we build for accounting firms
Tools for your team, apps for your clients, add-ons to the software you already use, or something new. Bring us any idea, or a problem your team runs into every day.
- A client portal for documents, signatures and requests
- Reminders that chase missing documents so staff don't have to
- A close and tax-season tracker across every client
- AI that codes receipts and statements for someone to approve
- Engagement letters and billing workflows
- Partner dashboards for workload, WIP and realization
Something else in mind? Tell us on a call.
Questions about custom software for accounting firms
Can it work with QuickBooks, Xero or our practice software?
Usually, yes. QuickBooks Online and Xero have open APIs, and most practice tools such as Karbon or Canopy can import and export, so the new tool reads and writes where your work already lives.
What do accounting firms ask us to build?
Client portals for documents and signatures, a close or tax-season tracker across every client, engagement and billing workflows, and dashboards for partners.
Can AI do bookkeeping work?
It can do the first pass: reading receipts and statements, suggesting categories and flagging anything odd. A person approves before anything is posted.
How do you keep client financial data safe?
Encryption, role-based access, two-step sign-in and an audit log of every change, with AI providers set up not to train on your data.
Tax season is our busiest time. When should we start?
In the quiet months, so the new tool is tested on real clients before the rush.