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Industries · Accounting & Professional Services

Accounting & Professional Services

Accounting and professional-services firms live on deadlines, client confidentiality, and repeatable process. We build the CRMs, client portals, and workflow automation that remove manual admin while keeping every record secure and auditable.

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Advantages

What you get

  • Secure client portals with document exchange
  • Practice and matter management with deadline tracking
  • Workflow automation for recurring filings and reminders
  • Integration with accounting, e-signature, and payment tools
  • Role-based access, encryption, and audit logging
  • Data-retention and confidentiality controls

Methodology

How we deliver

Our standard AI-native process, alongside the steps we add specifically for accounting & professional services.

Conventional process Sector-specific for Accounting & Professional Services
  1. 01

    Discovery & scoping

    Conventional

    Requirements, stakeholder interviews, and a fixed, agreed scope.

    Sector-specific

    Map matters, deadlines, and confidentiality requirements

  2. 02

    Architecture & design

    Conventional

    System architecture, data model, and interface design signed off before build.

    Sector-specific

    Permission model with data-retention and audit design

  3. 03

    AI-native build

    Conventional

    Agent-driven development with a senior engineer reviewing every commit.

    Sector-specific

    CRM/portal, document exchange, and automated reminders

  4. 04

    Validation & QA

    Conventional

    Automated tests, quality assurance, and a security review before release.

    Sector-specific

    Security review, access-control tests, and audit-trail verification

  5. 05

    Launch & iterate

    Conventional

    Deploy, monitor against real usage, and iterate in short cycles.

    Sector-specific

    Secure migration, staff onboarding, and compliance checks

Services

Relevant services

CRM

Practice & matter management

Automation

Filing reminders & workflows

Integration

Accounting, e-sign & payments

Security

Access control & audit logging

Selected work

Related projects

Representative engagements. Links open once each case study is published.

CRM

Practice CRM (ChaRM)

A venture-first CRM with a stretching timeline, universal undo, and audit-grade change tracking.

Case study coming soon

Portal

Secure client portal

A confidential document-exchange portal with role-based access and logging.

Case study coming soon

Automation

Filing-deadline automation

Automated reminders and status tracking for recurring client filings.

Case study coming soon

Working in accounting & professional services?

Tell us what you are trying to build. We will tell you honestly whether the AI-native model fits — and what it would cost.

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