SOLUTIONS · ACCOUNTING FIRMS
Run a modern accounting practice.
WealthSuite unifies bookkeeping, close, reporting, and client comms — so nothing falls through the cracks.
Common practice challenges, solved.
THE PROBLEM
Month-end close feels like a fire drill
WHAT WE DO
Automated close workflows
Templated tasks, reminders, and review gates that run themselves.
THE PROBLEM
Clients never send docs on time
WHAT WE DO
Client requests with auto-reminders
Portal-based document collection with automatic follow-ups.
THE PROBLEM
Bookkeeping, tax, and advisory in silos
WHAT WE DO
One shared workspace per client
Every service on one timeline — no more system-hopping.
Everything a practice needs
Client Onboarding Templates
Standard intake, engagement letters, and checklists ready to launch.
Month-End Close Automation
Recurring workflows that trigger, run, and route themselves.
Firm-wide Financial Reporting
Every client's key numbers in one dashboard, exportable in one click.
Multi-Entity Consolidation
Roll up subsidiaries and related entities without spreadsheets.
Run a tighter practice with less friction.
Book a 20-minute demo tailored to your service mix.
Request a Demo