Solutions
Built for your type of firm
Document collection changes with the work: a monthly close is not a tax organizer, and a virtual bookkeeping team is not a CPA firm. Pick the setup closest to yours and start with the checklist.
For bookkeeping firms
Document collection for bookkeeping firms
A monthly collection process for bookkeeping firms that close the books on a schedule.
For accounting firmsFor CAS teams
Document collection for client accounting services
A recurring collection process for client accounting services teams that close, report and advise every month.
For accounting firmsFor CPA firms
Document collection for CPA firms
A tax-season collection process for CPA firms that prepare individual and business returns.
For accounting firmsFor enrolled agents
Document collection for enrolled agents
A tax-season collection process for enrolled agents who prepare returns and represent clients.
For accounting firmsFor fractional CFOs
Document collection for fractional CFOs
A monthly collection process for fractional CFOs who need current numbers across several clients.
For accounting firmsFor outsourced accounting
Document collection for outsourced accounting teams
A standardized collection process for outsourced accounting and back-office teams with many clients.
For accounting firmsFor payroll bureaus
Document collection for payroll service bureaus
A repeatable collection process for payroll service bureaus onboarding and running client payroll.
For accounting firmsFor tax preparers
Document collection for tax preparers
A tax-season collection process for independent preparers and small seasonal firms.
For accounting firmsFor virtual bookkeepers
Document collection for virtual bookkeeping teams
A remote-first collection process for bookkeeping teams that work across time zones.
For accounting firms