📊 n8n for Accounting

n8n for Accounting Firms: Automate Your Practice

From client onboarding to tax filing, we build custom n8n workflows that help accounting firms serve more clients without adding staff.

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Client Onboarding

Document Collection

Tax Workflows

Financial Reporting

Pain Points We Solve

Common accounting firm challenges we automate away

📝

Tedious Client Onboarding

Automated engagement letters, W-9 collection, and system setup. New clients are ready to serve in hours, not days.

📁

Document Chase Fatigue

Automated document requests with reminders and status tracking. Clients upload directly, you stop chasing.

📅

Tax Season Overwhelm

Workflow automation for return preparation, review routing, and e-file tracking. Scale tax season without burning out.

📈

Manual Reporting

Automated financial report generation and delivery. Clients get consistent, timely reports without manual effort.

What's Included

Everything you get with this engagement

Accounting firm workflow strategy session
Client onboarding automation
Document request and collection workflows
Tax organizer distribution and tracking
Return preparation workflow management
Review and approval routing
Client deliverable automation
Practice management and accounting software integration

How We Work with Accounting Firms

From assessment to practice efficiency

Service Line Analysis

We analyze your service offerings, client types, and seasonal workflows to prioritize automation opportunities.

Workflow Design

We design automations that handle routine tasks while maintaining quality control checkpoints.

Build & Test

We build workflows and test with real client scenarios across your service lines.

Train & Scale

We train your team and help you scale the workflows as your practice grows.

Frequently Asked Questions

Can you help with tax season workflows?

Yes. We build comprehensive tax season automation including organizer distribution, document collection with reminders, return preparation routing, review workflows, and e-file tracking. This helps you scale tax season without burning out your team.

How do you handle document collection?

We automate document requests with smart reminders that escalate appropriately. Clients receive clear instructions for what's needed, can upload directly to secure storage, and you get notifications when documents arrive. No more chasing clients for paperwork.

Which accounting software do you integrate with?

We integrate with QuickBooks, Xero, Karbon, Canopy, TaxDome, and other accounting platforms with API access. We also connect document management, e-signature, and communication tools for end-to-end workflow automation.

Can you automate client onboarding?

Yes. We build intake workflows that handle engagement letters, W-9 collection, access authorization, and system setup automatically. New clients are ready to serve in hours instead of days, with complete documentation from the start.

How does this help during busy season?

Automation handles routine tasks—document collection, status updates, reminder sequences—so your team can focus on actual accounting work. This typically means handling more clients without adding staff or working excessive overtime.

Ready to Serve More Clients Without Adding Staff?

Tell us about your onboarding, document, or tax workflow challenges. We'll build n8n workflows that multiply your capacity.