GM, !
I used to think we were overloaded.
But what was actually eating capacity was the chasing: organizers half done, docs coming in pieces, signatures late, “I’ll send it tonight” turning into next week.
My team wasn’t doing tax work. They were doing reminders.
So we brought in Opzer.
They rebuilt our intake: clear steps, automatic reminders, smart routing, and a clean way to handle missing items without living in the inbox.
We didn’t buy software. They implemented the workflow for us.
Less chasing. More returns moving.
1. ⚡ Custom GPT enables you to teach AI your firm’s processes, chat with client data and generate deliverables so your team ups-kills juniors, reduces partner review time and boosts margin per engagement.
2. ⚡ Synthesia scales client education and internal training by generating secure, multilingual AI videos, drastically reducing the firm's time spent on repetitive explanations and staff onboarding.
3. ⚡ Folk streamlines lead research and follow-up using AI enrichment and collaborative pipelines so accounting firms can build a predictable pipeline and focus on high-margin clients.
4. 🤝 zoominfo prioritizes ideal client segments and buyer intent data so accounting firms can build a predictable pipeline and profitably grow their advisory services.
5. 🧾 Shoeboxed automates receipt scanning and expense categorization so accounting firms eliminate manual data entry, reduce errors, and gain accurate, auditable client expense records.
6. đź“Š TaxDome leverages AI for faster document handling and analytics, streamlining client workflows, reducing manual follow-up, and enabling accountants to focus on advisory services.
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