Client onboarding that writes to every system at once

One guided intake form with enforced fields creates the client in Axcess Practice, Axcess Tax, and your CRM automatically. That takes new client setup from 30 to 45 minutes of retyping down to under two, and catches a bad tax ID before it becomes a mid season problem.

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PBC lists managed end to end

We extract the entity list from last year's return for the admin to review and send in one click, generate a secure upload folder per client, read each uploaded file to identify entity and tax year, clear the matching PBC item, and follow up on whatever is still open.

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Tax data entry pushed straight into Axcess Tax

Data moves from the Excel workbook into the return through the Axcess API instead of being retyped by a preparer. That saves 3 to 10 hours per return, removes the rounding and typo cleanup, and speeds up clerical review. We also compare workbook subtotals against the return figures.

Incoming documents matched to the right client

Documents arriving outside your gather tool get read, matched to the correct Axcess client record, and filed. Anything below the confidence threshold routes to a person instead of being guessed at.

Progress invoices allocated down to the project

Firms track unbilled WIP at project level, but progress invoices only get issued at client level. We allocate open invoices to recently completed projects automatically, let users override where the split is wrong, and feed the result into Power BI so aged WIP surfaces while it is still billable.

Client and invoice data synced to QuickBooks Online

Instead of your accounting team rekeying every client and invoice from Practice into QuickBooks Online Accountant, we push the records across with line items and descriptions intact.

AR reminders and card payments that reconcile cleanly

Reminders go out automatically past a threshold you set, or manually when someone wants to review first. Each payment link is prefilled with the invoice number and amount so one payment maps to one invoice, and the 2.9% card fee can be passed through to the client.

Write-off and realization data you can defend

Partner level write-off allocation only tells you something if the underlying data is right. We validate it against source records so the realization conversation starts from numbers nobody has to argue about.

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Migrating into Axcess Workstream without the manual slog

Workstream has no official migration path or API from the vendor. We built an RPA bot that did it in two weeks at near perfect accuracy for a firm carrying more than 2,000 projects.

Axcess Document or GoFileRoom into SharePoint

Some firms want documents in SharePoint instead: better search, tighter Microsoft 365 integration, one less system to maintain. We move them with systematic data mapping so folder structure and metadata survive the cutover.

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Firm dashboards on live DAU data

The Data Axcess Utility already holds real time WIP, AR, and realization data that most firms never pull out of it. We build Power BI dashboards directly on top of DAU, so partners see the number without asking anyone to run a report.

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DAU monitoring that catches its own failures

When a DAU refresh silently fails, every dashboard downstream goes stale and nobody finds out until a partner questions a number. We monitor refresh status, alert the administrator with the log, retry the fix automatically, and validate DAU against the matching Axcess Practice reports.

Reports generated and delivered without a server login

Our Nextgen Reports Manager runs report generation, scheduling, and distribution on a timetable you set. No remote desktop session, no staff member remembering to run the Monday batch.

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One consolidated client record, not five partial ones

Client data that arrives split across Practice, Tax, your CRM, and a spreadsheet gets consolidated into a single record instead of left for an admin to reconcile by hand in April.