Tax Prep
Workflow automation to improve efficiency from pre-season communication to e-file monitoring.
Sales
Convert new clients hands-free by automatically sourcing, qualifying, and nurturing strong leads.
Client Onboarding
Make a great first impression on new clients. Send welcome emails, organizers, and e-signature collection.
Our most popular automations.
Our most popular automations.
Custom automation for any accounting process.
Connect disparate software. Collect documents. Read and populate tax data. Schedule meetings. Be uniquely helpful. And much more, automatically.
Need a specific fix for your firm?
See our work in action.
Genwise has perfected a system to understand the crux of a company's needs and implement automation that solves efficiency, burnout, and capacity problems.
Flexible options to fit your firm.
Genwise helps accounting firms with up to $10M in revenue automate workflow headaches. From onboarding to e-file, we free up capacity to help your team get more done.
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Business Automation
Give your team superpowers with automation. Eliminate tedious tasks and reduce human error by integrating the systems you already use. Data entry tasks? See ya later. Client on-boarding hassles? Not anymore. Discover a better way of doing things.
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Process Engineering
Sometimes taking a step back and getting an outside perspective on your processes can illuminate problems right under your nose. We use a proprietary system to dive deep into your processes and single out inefficiencies you didn't know existed.
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Systems Upgrade
If your tools are out of date, upgrading your systems can have a tremendous effect on your productivity. New tools and technology are constantly evolving. Staying at the forefront of change means you're always competitive.
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Systems Training
New systems are only as good as the team using them. We'll help ensure that your employees are comfortable with your upgraded processes and supporting technology to effectively utilize them or maximum support.
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Revenue Generation
With bleeding-edge tools and a team who knows how to use them, you're ready to update your pricing to match your value. We'll show you how to begin offering more profitable services that increase value for your customers and generate greater revenue for your growing business.
Your company is unique.
Genwise provides custom solutions for any accounting headache.
Before implementation, we assess all software on its security, functionality, integration, and cost.
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.
Bank Statement Import
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.
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.
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.
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.
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.
E-file Submission
Allow clients to sign tax forms and 8879s electronically, then submit their documents to the IRS.
E-file Tracking
Set up workflows to send clients updates on their tax filing status, including confirmation of receipt, IRS processing information, and any potential issues requiring attention.
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.
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 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.
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.
Integrate External Tools
Create workflow automations with your existing tech to reduce manual tasks across your team.
Automatic Data Entry
Design customizable report templates for all your quick-action needs.
Client Requests
Request and collect client documents.
