Connect Microsoft 365 with QuickBooks, NetSuite, TaxDome, and Stripe. Automate data entry, client onboarding, and document workflows to save hours every week and reduce costly errors.
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Connect QuickBooks, NetSuite, or Sage Intacct with Microsoft 365 for seamless data flow
Sync TaxDome, SmartVault, or ShareFile with Teams for unified client communication
Automate invoicing and payment tracking with Stripe, Bill.com, or QuickBooks Payments
Auto-save email attachments, route approvals, and organize files by client or project
Trigger welcome emails, folder creation, and task assignments when new clients sign up
Pull data from multiple systems into Power BI for unified firm performance reports
Scale operations without hiring additional admin staff for data entry
Eliminate duplicate data entry across QuickBooks, tax software, and CRM
Standardize and automate recurring workflows for consistency and speed
We interview your team to identify repetitive tasks and integration opportunities
Map workflows and design automations using Power Automate, Zapier, or Make
Create integrations in development environment and validate with sample data
Roll out automations to production, train users, and refine based on feedback
✅ Automations sync client info across platforms—enter once, update everywhere
✅ Automated invoice delivery and payment notification workflows save 5+ hours weekly
✅ Rules automatically save, rename, and organize files based on sender or keywords
✅ Onboarding automation creates complete folder structure and access in seconds
Most firms save 5-15 hours per week after automating repetitive tasks. Common wins include eliminating duplicate data entry (2-4 hours), automating document filing (1-3 hours), and streamlining client onboarding (1-2 hours per client).
Let's identify your biggest time-wasters and build automations that give you hours back every week.
Get a free problem-solving session
Schedule a consultation