Accounting, tax and Treuhand firms: the doubts, not the drudgery.
Firms that prepare returns and books for many clients. One workflow serves every client; preparers get only the doubts, and every figure on the return traces back to a document.
Where the time goes
Every client's documents in a different state
Returns re-checked line by line before they're signed
Chasing clients for what's missing
Standard workflows for accounting firms
8 workflows · Proven by code: 6 · Vetoed by code: 1 · Cross-checked: 1
UK VAT return for a small business (pub VAT)
Each document's VAT treatment; what's missing
Swiss VAT (MWST) return
Rate and method per line; input tax recoverable
German VAT advance return (USt-Voranmeldung)
Treatment per line, reverse charge
Bookkeeping review: categorising bank transactions
Account and tax code for each line
Client document collection for year-end
What's missing, wrong period, unreadable
Year-end accounts tie-out
Whether trial balance, schedules and statements agree
Client onboarding: AML and engagement checks
Identity, beneficial owners, risk rating
Personal tax return preparation (UK self assessment)
Income kinds, reliefs that apply
Measured, not promised.
UK VAT return for a small business (pub VAT)
What buyers ask
Which process should we start with?
The one with the most items your team checks by hand and a clear way to tell right from wrong: usually a reconciliation or a matching process. Its judgements are proven by code, so most settle without a person.
Do you connect to our systems?
Files in any layout (spreadsheets, CSV, PDF, bank formats), e-mail inboxes and folders, and an API for software. Connectors for particular systems are built as customers need them.
How long does a pilot take?
A few weeks alongside your own process, on your own data, at our cost. It ends in a line-by-line comparison: what it settled, what it sent to people, what it caught, and the time it took.
Bring one accounting firms process. Run it alongside yours.
We design it with your expert, run it in parallel, and show you the comparison.