Notes from a firm that automated itself.
Playbooks, teardowns, and templates from running 700+ clients on the platform we built — written for firm owners, not software people.
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How we cut month-end reconciliation from days to minutes
The exact pipeline — statement parsing, COA-constrained categorization, confidence scoring — explained for bookkeepers.
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The 3-step chase cadence that collects without burning clients
Our actual email → text → call ladder, with the copy, the timing, and the auto-stop rules.
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Document collection that survives February
Magic links, instant validation, and the reminder schedule that ends 'did you get my stuff?'
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TaxDome alternatives for firms that want to live in a day
Where the all-in-ones shine, where they drown you in setup, and what self-serve actually looks like.
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Killing the 23-page new-hire packet
How one link replaced the clipboard for 700+ payroll clients — W-4, I-9, direct deposit, IDs.
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Run the firm by exception
Why the morning digest beats the dashboard, and what your team should actually touch each day.
Read less.
Chase less.
Every playbook on this blog ships built-in — the platform just does it for you.
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