Engineering for Accounting & CPA in United States
Client portals, document management, and workflow tools that eliminate the manual chase during every busy season. Aligned to United States delivery.
Client portals, document management, and workflow tools that eliminate the manual chase during every busy season. US founders and operators move fast and expect production-grade work. We lock scope and price before code, commit a ship window, and deliver against a metric — replacing agency hour-clocks and stalled internal projects.
Busy season means chasing clients for documents, re-keying data, and tracking work across spreadsheets. Capacity is capped by manual effort. US buyers choose between offshore shops that go quiet after handoff and US agencies billing senior-partner rates for mid-level delivery. Sector rules — HIPAA, SOC 2, state privacy law — get bolted on after launch instead of scoped before the first line of code, and a hemisphere of overlap gets treated as a nice-to-have instead of a delivery requirement.
- 01Blueprint the accounting & cpa workflow and lock scope, price, and the metric before code.
- 02Prototype the highest-value loop against real accounting & cpa data and users.
- 03Forge a production-grade system with CI/CD, security, and observability.
- 04Harden, launch, and own the roadmap — aligned to et / ct / pt working hours.
- Secure client portals
- Document collection & management
- Workflow & approval automation
- Practice management integration
- AI copilots for advisory work
- Reporting & BI dashboards
- SOC 2-ready architecture and audit logging from day one
- HIPAA-scoped data handling for health-adjacent products
- State privacy patterns (CCPA/CPRA-aware data flows)
- Stripe/ACH-native billing and payments
- Enterprise SSO/SAML for mid-market and enterprise buyers
What you can expect
Questions, answered straight
Yes. Aligned to ET / CT / PT working hours. Client portals, document management, and workflow tools that eliminate the manual chase during every busy season.