We automate accounting firms.

Genwise knows how to solve your workflow headaches, so your team can focus on billable time.

Automate your firm

Scale your accounting firm with the right systems—built to last.

Automate your firm

Shift from chaos to clarity

Shift from chaos to clarity

Accounting firms struggle with burnout, inefficient processes, and disorganized technology. While demand for services grows and accountant numbers drop—with 200,000 fewer since 2020—firms struggle to keep up. Genwise partners with firms by streamlining operations, automating workflows, and building scalable systems for sustainable growth.

Clarity before change. The first step to scaling wisely.

Genwise Efficiency Assessment is a 3-week diagnostic that gives firm leaders a clear, actionable roadmap—before any implementation begins. We evaluate your business model, technology, and workflows to surface inefficiencies, align leadership, and identify the right solutions and timelines to scale sustainably. This structured, data-driven process lays the foundation for lasting change—turning insight into a phased, purpose-built plan your team can confidently execute.

Week 1 – Diagnose
We gather data across your systems, processes, and team—through surveys, interviews, and software exports.

Week 2 – Design
We share findings, align on key opportunities, and test timelines, budgets, and solution options for fit.

Week 3 – Deliver
We finalize your custom roadmap with clear priorities, implementation phases, and actionable next steps.

From roadmap to real systems. Built to scale.

Genwise Software Implementation phase is a focused 4-week sprint where we configure and integrate the core systems outlined in your roadmap—creating a seamless experience across tools. Each platform is aligned to your workflows and optimized for automation and adoption. This includes practice management, document management, scheduling, communication, and other critical infrastructure—set up to support your team from day one. We work directly with your firm and software providers to ensure your systems don’t just coexist—they work together. Implementation sets the foundation for what comes next: Workflow Templates & Automation, followed by ongoing Adoption & Optimization.

Systems aren’t “set it and forget it.” We stay to keep them sharp.

Genwise Adoption & Optimization phase is a 9-month engagement designed to keep your systems sharp, aligned, and evolving with your firm. We deliver tailored training through live sessions, Loom videos, and clear documentation—reinforcing confident, consistent use across your team. As your services, clients, and team structure shift, we proactively refine workflows, update automations, and adjust systems to stay ahead. From adoption monitoring to continuous improvement, we help your operations remain efficient, scalable, and resilient—long after implementation ends. This isn’t reactive support. It’s a strategic partnership in long-term operational excellence. The result: confident teams, streamlined operations, and systems that improve over time.

Repeatable structure for scalable delivery.

Genwise Workflow Templates phase is a focused 4-week sprint designed to give your firm a consistent, proven structure for managing recurring work—like client onboarding, tax prep, bookkeeping, payroll, audit, and advisory services. These templates standardize how tasks are triggered, assigned, tracked, and completed across your team. Each Karbon or Canopy template is tailored to your service model, tech stack, and team structure—embedding best practices, automations, and naming conventions that make work clear and repeatable. Templates aren’t just checklists—they’re operational blueprints. The result: fewer dropped balls, smoother handoffs, faster onboarding, and a scalable system your team can rely on.

Build intelligent workflows. Operate like one firm.

The Workflow Automation phase is a 4-week sprint where Genwise engineers and automates the key processes that power your firm—like client onboarding, task handoffs, service delivery, and internal coordination. We map your ideal workflows, eliminate manual steps, and embed automation using tools like Zapier, Karbon, Soraban, ChatGPT, TruePrep, Keeper, and other integrated platforms. The result is a more scalable, streamlined operation—where work moves faster, teams stay aligned, and the experience improves for both your team and your clients.

Lead your firm like a CEO—with systems that scale both operations and revenue.

The Management & Growth phase is where Genwise steps in as your strategic partner—helping you lead with clarity and scale with confidence. We support ongoing decisions around systems, capacity, hiring, and service delivery, while aligning growth efforts like sales automation, marketing infrastructure, and campaign execution. This phase ensures your firm doesn’t just run well—it grows intentionally, with the right structure, tools, and visibility to support long-term success. We don’t just fix operations or growth—we connect them. Because disconnected delivery and disconnected demand are two sides of the same bottleneck. By building and automating your growth infrastructure, we help you convert leads faster, send proposals sooner, and keep referrals from slipping through the cracks.

Automate your firm

Synchronize Client Data

Connect your accounting software and client banks to import bank statements and categorize transactions.

New Client Setup
Create workflows to set up new client accounts across your software. Create new client folders, engagement letters, and import tax data.

Automate your firm

Data Extraction with Document OCR
Use Optical Character Recognition (OCR) to extract data from uploaded documents (e.g., tax docs, bank statements) to populate relevant fields in your software.

Synchronize Client Data

Create workflows to synchronize client data between your CRM and accounting or tax software.

Document Collection & Storage
Integrate with cloud storage services to automate document collection during onboarding and tax season.

Client Intake
Collect essential client information during onboarding to populate fields in your tax and accounting software and trigger welcome email sequences.

Automate your firm

Bank Statement Import

Connect your accounting software and client banks to import bank statements and categorize transactions.

Triggered Email Notifications
Create workflows to send email notifications to clients based on specific events, such as invoice due dates, tax return info requests, or upcoming deadlines.

Document Collection & Storage
Integrate with cloud storage services to automate document collection during onboarding and tax season.

Client Intake
Collect essential client information during onboarding to populate fields in your tax and accounting software and trigger welcome email sequences.

Automate your firm

Triggered Email Notifications
Create workflows to send email notifications to clients based on specific events, such as invoice due dates, tax return info requests, or upcoming deadlines.

Client Intake
Collect essential client information during onboarding to populate fields in your tax and accounting software and trigger welcome email sequences.

Client-specific Workflows
Build custom workflows tailored to the specific needs of each client, automating tasks unique to their industry, business requirements, or tax situation.

Automate your firm

Document Collection & Storage
Integrate with cloud storage services to automate tax season document collection.

Bank Statement Import

Connect your accounting software and client banks to import bank statements and categorize transactions.

New Client Documents
Collect, organize, and store new client documents with service-based organizers.

Data Extraction with Document OCR
Use Optical Character Recognition (OCR) to extract data from uploaded documents (e.g., tax docs, bank statements) to populate relevant fields in your software.

Automate your firm

Client Intake
Collect essential client information to populate fields in your tax, accounting, and practice management software. Set up client folders and trigger welcome email sequences.

Triggered Email Notifications
Send email notifications to clients to schedule meetings, gather signatures, and collect docs.

Document Collection & Storage
Integrate with cloud storage services to automate document collection during onboarding and tax season.

Automate your firm

Create workflows to synchronize client data between your CRM and tax software.

Document Collection & Storage
Integrate with cloud storage services to automate document collection during onboarding and tax season.

Client Intake
Collect essential client information during onboarding to populate fields in your tax and accounting software and trigger welcome email sequences.

Automate your firm

Financial Statement Generation

Create workflows to generate financial statements based on client data in your accounting software.

Customizable Report Templates

Design and store customizable report templates in Make.com for various reporting needs.

Report Delivery
Schedule automated report delivery via email or your client portal.

Summary Reports
Generate automated reports summarizing key financials and audit trail activity to facilitate easy analysis for you and your clients.

Automate your firm

Clarity starts with a clear plan

We analyze your firm's business model, technology, and processes to create a custom growth roadmap. Our sprint-based approach integrates disconnected tools into a cohesive system by configuring platforms, automating workflows, and adding AI capabilities where it adds value. Through training, documentation, and support, we help your team adopt an operational foundation that enables both daily efficiency and long-term scaling.