Three live Make.com automations built specifically for CPA and accounting firms. Watch them run — then book a call to see what we'd build for yours.
Most firms spend 20–30 minutes drafting each engagement letter manually.
A staff intake form triggers AI to generate a complete, professional letter — formatted in Google Docs and sent for e-signature automatically.
Onboarding is handled differently every time depending on who picks it up.
The moment an engagement letter is signed, a welcome email, document checklist, and staff notification fire automatically — with follow-ups built in.
New Client Onboarding SequenceVideo coming soon — check back shortly.
Manually chasing clients for documents eats 5–8 hours a month during tax season.
Four-stage escalating reminders fire automatically at 7, 3, 1 day out, and on the due date — nobody on your team has to remember to send anything.
Document Collection RemindersVideo coming soon — check back shortly.
Book a free 30-minute discovery call. We'll map out the two or three workflows that would have the biggest immediate impact — no commitment required.
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