Custom Builds · Accounting & Tax
Turn client intake and document readiness into a reviewable workflow.
Organizer, document, and review queues built around how the firm actually runs its season — with one engagement record instead of five inboxes.
One engagement record
Client, organizer, documents, review state and next action live on one record with a named owner — not reconstructed from email each morning.
Human-reviewed extraction
Where extraction is in scope, AI proposes selected fields with the source preserved, and a reviewer accepts, corrects, or rejects. No proposal becomes a professional conclusion automatically.
Client request and status options
A scoped client view can show the permitted status and the specific item still needed — not internal notes, and never another client's record.
Boundary. No tax conclusion, filing flow, or advice promise. Workflows are scoped in the Envisioning Workshop, and named integrations require discovery.