Your team is losing 10+ hours a week to admin.
Custom workflow tools, client portals, and automation systems for accounting, audit, and tax firms in Australia and the US.
The high cost
of manual work.
Document Chaos
Sending sensitive documents via email with no audit trail or secure storage.
Missed Deadlines
No centralized, automated system to track tax and audit deadlines per client.
Scattered Files
Project files spread across email, Dropbox, and local drives with no version control.
Staff Visibility gaps
No real-time insight into who is working on what or the status of client matters.
Manual Billing
Hours wasted generating invoices manually or using tools not built for accounting workflows.
Client Entity Chaos
Managing hundreds of client companies without a unified management dashboard.
Firm-specific
solutions.
Client Document Portal
Secure upload/download per client with full audit trails and role-based access control.
Deadline & Task System
Automated reminders per client/jurisdiction with staff task assignment and approval workflows.
Workflow Automation
Custom onboarding flows, automated document requests, and internal notification systems.
Billing & Invoicing Dashboard
Time tracking linked to client matters with automated invoice generation and financial reporting.
What I've built.
AirIdeal
Full accounting & business management system with invoicing.
Ezanias TMS
Multi-tenant system with document automation & tracking.
Construction AI
Task tracking and subscription billing for complex projects.
The Path to Automation.
Audit Call
I identify exactly where your team is wasting time on manual work.
Scoped Proposal
A clear breakdown of the solution, cost, and delivery timeline.
Build & Deliver
Agile development with weekly updates and direct communication.
Maintenance
Retainers to keep your systems updated and scaling with your firm.
Save your team time.
For custom project pricing and a detailed workflow automation plan for your firm, please click below to start a conversation.
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