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Professional Services

Automation for tax and accounting firms.

A tax practice does not lose season to the returns. It loses season to chasing documents, answering where-is-my-return, and invoicing after the fact. A Convoy CIS runs the chase, the status and the billing so the preparers can prepare.

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01 / The friction

What we map first.

Before anything gets built, we go and look. These are the patterns we expect to find in a tax & accounting firms operation. The recon confirms which ones are actually costing you, and which are fine as they are.

  • Client documents arriving by email, portal, text and paper, then chased by hand
  • No single view of which returns are blocked and on what
  • Engagement letters and e-signatures tracked in someone's inbox
  • Invoicing and collections happening weeks after the work
  • The same status question answered by phone all season
02 / The build

What a CIS would run.

Scoped and priced from the recon, deployed in your environment, owned by you. A human stays in command of every judgement call.

01

Document intake & chasing

Every requested document tracked per client, with reminders drafted and sent until it arrives.

02

Prep pipeline

Each return's status and blocker visible without asking anyone.

03

Engagement & e-sign

Letters issued and signatures tracked to completion.

04

Invoicing & collections

Billing raised on completion and receivables aged automatically.

03 / The dashboard

This is how your board could look.

A command view built for Tax & Accounting Firms. Click an agent to see what it owns, switch a unit on, or add a panel. Nothing here is real data.

Command

Tax & Accounting Firms
As of --:--:-- Illustrative
Panels
Open items 18 awaiting action +12
Cleared today 42 no human touch -4
Needs command 3 escalated to you +3
Automated 94 % of steps, no human +8

Role agents

1 needs command

Activity

streaming
06:41 INTAKE New records captured and routed to the right owner.
06:38 DOCS Documents generated from one source record.
06:35 FOLLOW-UP Overdue items surfaced with outreach drafted.

Illustrative only. Every figure here is invented to show the shape of the board. Convoy has no shipped builds yet and does not present demo numbers as client results.

04 / Wired into

Your tools stay your tools.

A CIS integrates rather than replaces. These are the systems we would expect to wire into here. If yours is not listed, it is almost certainly still workable.

CCH Axcess UltraTax Karbon Microsoft 365 QuickBooks DocuSign Stripe

See the full connector list →

05 / Deploy

Start with a recon.

We study your real operation before writing a single line. Tell us how you move, and we will map where a CIS earns its place.

No cost. No obligation. We will tell you if a CIS does not earn its place.

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We use this only to prepare your recon. We do not sell or share it.