As your emerging technology partner, we build and manage custom automations for accounting firms to relieve pressure on your team, handle more work, turn it around faster, and stop touching the same data twice.
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Staff on eFile processing. An 82% reduction in staff time, redeployed to other operations.
Source documents downloaded, renamed, and filed automatically. 10,000+ hours saved.
Custom automated emails merged and delivered. 1,500 hours saved.
Off-the-shelf tools don't understand the detailed workflows of accounting firms. We do. Every automation is built around how firms actually work.
Our automations handle the repetitive work (data entry, document routing, report generation) so your staff focuses on human-centric, high-value tasks.
Our engineers and Solutions Managers understand accounting processes deeply. No §7216 concerns. No offshore handoffs. Many have direct experience in firms.
Automata Practice Development designs, builds, and runs automation programs for accounting firms, from 15-person practices to Top 100 firms with 700+ staff.
We don't hand you software and walk away. We embed into your workflow, identify how your team is losing time, and deploy automations that fit your existing tech stack and processes. Then we maintain and expand them as new opportunities surface.
"We were introduced to Wesley at a conference by one of his existing clients. Within weeks, we began the transformation within our firm by automating several processes that were manual, painful, and costly. The Automata team listened to our firm's pain points and proposed multiple solutions. To date, we have automated much of our process, making both the client experience and associated time and costs more efficient for our firm."
"Wesley and APD have been a valuable partner to YHB, helping us think through business processes and turn workflow pain points into practical automation solutions."
"Before partnering with Automata, disparate applications were like isolated islands, causing frustration and hindering our productivity. Automata possesses a deep understanding of our specific needs and workflows, and they approach every challenge with a methodical and effective approach. Under their guidance, we successfully bridged the gap between our applications, establishing seamless data integration and automation. This resulted in several significant benefits."
"Automata has helped our firm eliminate many of the repetitive, manual tasks that traditionally consume our administrative team and our staff. By automating routine workflows, data movement, and administrative processes, our team can focus on higher-value client service, analysis, and advisory work rather than time-consuming operational tasks. What sets Automata apart is its understanding of the public accounting profession as well as Wolters Kluwer CCH Axcess. The team quickly grasped our workflows and software allowed an improved efficiency without disrupting our processes. The result has been better utilization of our team, increased productivity, and more time spent on work that truly benefits our clients."
Every firm we work with gets a growing library of automations tailored to their specific workflows, connected to their existing tools, and maintained over time.
We integrate with the software your firm already uses: CCH Axcess, GoFileRoom, SafeSend, Karbon, and more. Our integration library expands constantly, so new tools in your stack don't mean starting from scratch.
From 15-person regional practices to firms with 700+ staff, our automation programs scale with you.
From deterministic API and RPA workflows to AI-augmented automations, we build and manage the full range in one program that grows with your firm.
API integrations, RPA, and data transformation connected and orchestrated into intelligent automations that run your workflows end-to-end. Logs created in your firm's environment with continuous monitoring.
Everything in our standard automation practice, plus AI and LLMs embedded directly into the automations. Built on our proprietary Role, Standards, and Patterns methodology so the AI component is structured, traceable, and production-ready from day one.
Our automation programs cover every area of firm operations where staff time is being lost to repetitive, manual work. For example:
Signed engagement letters and source documents move automatically from SafeSend and/or Ignition into CCH Document, GoFileRoom, and/or SharePoint. No manual downloads.
Extensions, 8879 processing, eFile status monitoring, and government acknowledgment tracking run automatically across your entire client list.
Data exports from CCH Axcess, Karbon, and other practice management systems happen on schedule. Business Intelligence reports are generated and distributed without manual intervention.
Reminders for 8879 signatures and upcoming appointments sent from the firm's own email system, with custom merged content like signature signing links, manager CC, and client FAQs.
Senior-level review tasks, exception identification, and document analysis handled by structured automations built on our Role, Standards, and Patterns methodology. Production-ready, auditable, accounting-specific.
We start with a no-pressure discovery call, then move through a structured engagement: kickoff, build, bi-weekly check-ins, deployment, and cooldown. Then we do it again. Your automation library grows continuously over the life of the engagement.
Schedule a 30-minute discovery call. We'll identify your highest-impact automation opportunities before the conversation ends.
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