Process Automation Services
Process Automation Services for US CPA Firms
Automate the Repetitive. Reclaim the Time. Scale Faster.
If your team is spending hours every week on tasks that follow the same pattern — data entry, document requests, report generation, client follow-ups — those hours are costing your firm more than you think. Athix Global works with US CPA firms to identify, design, and implement process automation solutions that eliminate repetitive manual work across your practice.
We do not replace your team. We remove the tasks that shouldn’t need a human — so your accountants, preparers, and admins can spend their time on work that actually requires their expertise.
What We Automate
- Client document collection — automated email reminders and document request workflows
- Engagement letter generation — automated drafting and delivery based on client type
- Tax organizer distribution and tracking
- Invoice generation and accounts receivable follow-up
- Report distribution — automated delivery of financial reports to clients on a schedule
- Data extraction from source documents — pulling data from PDFs, bank statements, and tax documents
- Workflow task management — auto-assigning tasks based on engagement milestones
- Client onboarding — standardized welcome workflows triggered on engagement setup
- Deadline monitoring and internal alerts
- Drafting of audit support schedules and financial statement footnote schedules (for CPA review)
- Data entry from third-party platforms into accounting or tax software
How It Works
- Step 1 — We conduct a workflow audit of your firm’s recurring processes, identifying the highest-volume, most time-consuming manual tasks.
- Step 2 — We design a custom automation solution using tools compatible with your existing tech stack (Zapier, Make, Power Automate, Python scripts, or purpose-built tools).
- Step 3 — We implement, test, and refine the automation — and train your team on how it works.
- Step 4 — We monitor and maintain the automation, making adjustments as your firm’s processes evolve.
Tools & Platforms We Use
- Zapier, Make (Integromat)
- Microsoft Power Automate
- Python scripting for data processing and document automation
- API integrations with QuickBooks, Drake, UltraTax, and other tax/accounting platforms
- DocuSign / Adobe Sign automation
- Practice management tool integrations (Karbon, Canopy, TaxDome, etc.)
The Result
Fewer manual hours per client. Faster turnaround times. Fewer errors. A team that can handle more volume without burning out.