Automata Practice Development Information

Automata Practice Development builds and manages custom automations for accounting firms. We relieve the pressure on your team, handle more work, turn it around faster, and stop your staff from touching the same data twice. We do it without ripping out the tools you already rely on. Everything we build layers onto your existing stack: CCH Axcess, Thomson Reuters, SafeSend, ShareFile, SurePrep, Microsoft, Karbon, QuickBooks, and many more. A few results from that work: One firm went from 11 people on eFile processing down to 2, an 82% reduction in time. Over 400,000 source documents downloaded, renamed, and filed automatically, more than 10,000 hours saved. 30,000+ custom client emails merged and delivered automatically. We run two kinds of automation under one managed program. The standard side covers API integrations, RPA, and data movement that carry your workflows from start to finish. The advanced side embeds AI directly into those automations, built on our Role, Standards, and Patterns methodology so the AI is structured, auditable, and production ready. Our project managers and engineers are U.S. based and fluent in how accounting works. Many came out of firms themselves, so there are no §7216 concerns and no offshore handoffs. From 15 person practices to Top 100 firms with 700 or more staff, our automation programs scale with you. Ready to see what automation looks like for your firm? Book a 30 minute discovery call: https://calendly.com/whartman-apd/discovery-meeting