Accounting firms lose busy season to document chasing and re-keying. Most accounting firms live with staff hours chasing docs/week of 6-12 hrs, and the software stack underneath either erases that drag or bakes it in.
Client document collection runs on email and reminders, so the close and tax-prep process stalls chasing missing files. That is the constraint every accounting firms operator hits in the first 90 days of growth.
Client data is re-keyed between intake forms, the ledger, and tax software, multiplying errors during busy season. The shops that compound are the ones who fix this in the systems underneath before they throw bodies at it, but most operators try the reverse and pay tuition for 18 months.
There's no client portal, so status requests and document handoffs clog inboxes from January through April. Inparlor's engagement for accounting firms reflects that, we build the software stack against how the operation actually runs, not against the vertical brand. Annual revenue per client of $1,500-$10,000 is the number the systems have to protect.
1-3 weeks
Document collection cycle
6-12 hrs
Staff hours chasing docs/week
$1,500-$10,000
Annual revenue per client
5-12%
Re-keying error rate
Web apps and complex sites that do real work, not just look good.
Custom software that replaces the spreadsheets and duct tape, shipped in quarters, not years.
Automate the manual processes your team does by hand all day.
Chatbots, AI agents, and RAG assistants that ship to production, not demos.
From idea to a multi-tenant SaaS product your customers pay for.
Self-serve portals that take the phone calls out of doing business with you.
A CRM shaped around your sales process, not the other way around.
Every number you run the business on, in one place you trust.
Senior engineers on retainer, not on a ticket queue.
A secure portal with checklists and reminders that pulls the document-collection cycle down from 1-3 weeks and takes back the 6-12 weekly hours staff spend chasing files.
An assistant that reads, classifies, and extracts data from uploaded statements and receipts, cutting the 5-12% re-keying error rate at the source.
We connect the portal, your practice-management tool, and tax software so client data flows through once instead of being re-entered at each step.
New-client onboarding, engagement letters, and recurring requests handled in software so the firm scales the relationship without scaling the manual admin.
Tell us about your current numbers and what is broken. We respond with scope, pricing, and timeline inside 48 hours.
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