Automated intakeFor accounting & tax firms
Stop chasing clients.
We send the follow‑up.
We watch the inbox, match every email to the right client, and file the attachments the moment they land — no more digging through folders.
Now onboarding a small group of early firms.
Built by engineers who've shipped compliance systems for SBA banks
Firms with 50+ active clients
The tax-season email crunch
Manual document chasing
Why I built this
I built this after watching accountants lose entire afternoons every week to the same email dance: chasing a client for last year's T4, matching a stray attachment to the right file, drafting the same “thanks, got it” reply for the hundredth time. None of that work requires a person — it just requires someone to notice it needs doing. So we built a system that notices.
— Founder