Less Admin.
More Advisory.
Full Compliance.
Stop losing chargeable hours to manual document chasing, version confusion, and disconnected tools. Our Microsoft 365 integration automates your entire engagement lifecycle — from secure client onboarding to compliant archiving.
The daily friction slowing your practice down
Every accounting firm we work with faces the same friction points. Here's how our workflow puts them behind you — permanently.
Client documents arrive via unsecured email attachments
Sensitivity-labelled OneDrive sharing links encrypt documents in transit and at rest — compliant with financial data regulations from day one.
Tax and audit deadlines tracked in shared spreadsheets
Statutory deadlines auto-populate from engagement records into every staff member's Outlook calendar, backed by a Power BI partner dashboard.
Workpapers emailed back and forth as attachments
Real-time Excel Online co-authoring with full change history means the whole team works on one version — always the latest, always saved.
Partner approval chains tracked in email threads
Power Automate routes drafts through preparer → manager → partner with digital sign-offs, timestamps, and full audit trail stored in SharePoint.
Your full engagement lifecycle, automated
Step through all 7 phases to see exactly which Microsoft 365 tools activate at each stage, what your team no longer does manually, and what the voice-over narration says for staff training presentations.
Accounting Engagement Lifecycle
Explore the seamless data flow through Microsoft 365 at every phase.
Client Onboarding & Data Collection
Why accounting firms choose us
This isn't generic productivity advice — it's a purpose-built system for your practice.
Financial-Grade Security
Microsoft Purview sensitivity labels, multi-factor authentication, and encrypted document portals ensure every engagement meets financial regulation standards.
8+ Hours Saved / Week
Automating intake, approval routing, time capture, invoice generation, and year-end roll-forward eliminates the administrative backlog so your team can bill more.
Firm-Wide Collaboration
Dedicated Teams channels per engagement, co-authored Excel workpapers, and a SharePoint client portal keep partners, managers, staff, and clients aligned.
Regulator-Ready Compliance
Microsoft Purview enforces jurisdiction-specific retention periods, automates legal hold on demand, and ensures your firm survives any regulatory inspection.
Integrates with the Microsoft 365 tools your firm already licences
Up and running in 3 steps
We handle configuration and training. Your team adopts gradually, with zero disruption to engagements already in progress.
Workflow Discovery
We document your firm's current engagement lifecycle — practice areas, approval chains, document types, and Microsoft 365 licencing — to design around what you already have.
Configure & Automate
We build your SharePoint engagement structure, Power Automate approval flows, Excel workpaper templates, client portal, and mobile Power Apps — all tailored to your practice.
Train & Go Live
Staff training with narrated walkthrough guides, a parallel-run pilot on two live engagements, and ongoing support for 90 days to ensure full adoption.
Exportable Training Package
Every phase of the walkthrough ships with a narration script, slide-deck export, and printable quick-reference card — ready for partner presentations or new staff onboarding.
Request training materialsDesigned for Financial Data
Sensitivity labels, DLP policies, conditional access, and Microsoft Purview compliance are configured from day one — not bolted on later. Your clients' financial data is protected at every step.
Discuss your security requirementsReady to reclaim your
chargeable hours?
Book a free 30-minute practice audit. We'll map your current engagement process, identify the highest-impact automation opportunities, and show you exactly what that's worth in recovered time and reduced risk.