Results that reduce swivel-chair work—and help CPA firms scale without adding headcount.
Encapsulated products and workflow automation unify the systems you already use so teams move faster, leaders see blockers sooner, and delivery becomes more predictable.
Visibility + automation together: dashboards show what’s stuck; workflows fix it.
What firms can expect
Faster cycle times and fewer review touches
Higher staff satisfaction and reduced swivel-chair time
Clear accountability with owners, queues, and next actions
More predictable delivery against SLAs and deadlines
Better governance with audit trails and role-based permissions
Before vs after
Before
Status scattered across tax software, practice management, DMS, e-signature, and email
Manual rekeying and duplicate entry between systems
“Where is it stuck?” requires chasing people and opening multiple tools
Documents uploaded late, inconsistently, or not at all
Leadership reporting relies on exports and stale spreadsheets
After
A single pane of glass for status, blockers, owners, and next actions
Automated routing, validation, and approvals replace manual handoffs
Dashboards and alerts surface issues early (not after the deadline)
Documents captured and filed automatically into the DMS on schedule
Leadership manages from real-time visibility, not weekly rebuilds
Results by area
Tax workflow & delivery
Unify organizer status, engagement docs, prep/review/delivery visibility, and DMS filing into one view.
What improves
Organizer completion visibility
Engagement letter + consent routing and tracking
Prep/review/e-file/delivery status clarity
Automated DMS filing of completed documents
Typical outcomes
Fewer status meetings and less chasing
Reduced admin load during tax season
Less rework due to missing documents or unclear ownership
Client onboarding
Standardize intake, approvals, validation, and reliable creation of clients/jobs in practice management.
What improves
Faster setup with fewer corrections
Consistent data standards via validation and approvals
Reliable downstream creation (practice management + related systems)
Typical outcomes
Cleaner master data in STAR
Fewer “fix it later” records
Less back-and-forth across teams
Financial visibility (WIP/AR, billing, collections)
Role-based dashboards that surface exceptions and trends without spreadsheet rebuilds.
What improves
Firm-level visibility with drilldowns by partner/manager/service line
Faster exception detection (aging, bottlenecks, risk)
Consistent leadership reporting without manual churn
Typical outcomes
More proactive WIP/AR governance
Better collections focus
Less time building reports; more time acting on them
Selected examples
Tax workflow “single pane of glass”
A unified dashboard connecting CCH, STAR, SafeSend, DocuSign, and GoFileRoom/DocuWare so staff can see organizer status, missing items, signed documents, and delivery progress—without bouncing between systems.
Automated DMS filing (SafeSend + DocuSign → DMS)
Hourly sweeps export completed documents from SafeSend and DocuSign and file them into the firm’s DMS automatically—while capturing statuses and exceptions for follow-up.
Client/Opportunity onboarding replacing a CRM workflow
A configurable intake and approval workflow that standardizes how new clients and jobs are created and validated in STAR—reducing data cleanup and downstream errors.
Financial dashboards for STAR
A visual dashboard layer over STAR’s key reports (WIP Aging, WIP/AR Reconciliation, Net Billings & Collections, AR Aging) with drilldowns and customizable dimensions for partner and operations decisions.
Why it works
Overlay approach: unify workflow above your stack (no rip-and-replace)
Design-first: maintainable architecture, not a “forever project”
Automation + visibility together: dashboards show what’s stuck; workflows fix it
Governance by design: audit trails, permissions, and role-based ownership
Start small, prove value fast
Most firms start with one high-friction workflow (tax or onboarding), validate with real users, then expand to firm-wide visibility and automation.
Want to see what this looks like in your firm?
We’ll map your stack, identify the biggest bottleneck, and recommend the fastest pilot.