We automate your workflows, so you don't have to.

Slave to inefficient processes.
Plagued by manual tasks.
Bogged down in human error.
Growth stifled by complex workflows.

Sound familiar?

Automate any workflow.

Connect disparate software. Collect documents. Read and populate tax data. Schedule meetings. Be uniquely helpful. And much more, automatically.

Automate your firm

Document & Data Collection

Collect every document without sending a an email.

Engagement Letters & Organizers

Populate important documents with existing client data.

Tax Prep & E-File Tracking

Remind your team and clients when they need to do something. Only get notified for important stuff.

Tax Data Management

Process and extract tax data from client documents straight into your tax software.

Streamline workflows and minimize human errors.

Karl Grimmett
Partner & CEO, DrillDown Solution
Client Since 2022

Don't take our word for it.

I honor the value Genwise provides, truly appreciative of their work. Their innovative problem-solving approach sets them apart. We’ve done twice the amount of returns with fewer people, which brings us the capability to double our revenues and avert team burnout.

You set a prime example of productivity and effectiveness. Genwise is awesome — I love you guys!

Read Karl's case study

What sales automation can do for your firm.

Every firm is unique. We take a holistic view of how you work.

Escape the busywork.

Don't do everything yourself. Genwise automation gives you and your team back precious time to focus on strategic initiatives and billable hours, not repetitive work.

Eliminate manual time sucks.

Stop wasting valuable time on an endless cycle of data entry, document collection, and recurring tasks. We build workflow automations meticulously crafted for your unique needs (without uprooting your current processes).

Embrace efficiency by removing human error.

Reduce operational costs by minimizing the number one cause of error: humans. Automating repetitive tasks and minimizing manual data entry to decrease the chances of costly errors. Plus you'll improve general efficiency.