Accounting / Reported client outcome
Document collection, verification, and engagement preparation in one flow, with partners handling independence and tax questions.
58%
of intake automated
Reported client outcome · Workflow reconstruction
Fourteen staff across two offices worked through a 14-week tax season. A typical intake consumed 90 minutes of associate time across document collection, independence checks, engagement-letter preparation, and kickoff scheduling. Four touchpoints across email, a document portal, and CRM, plus a manual check, slowed the work.
Treat intake as a connected path through kickoff. Collecting documents faster would help only if the next person could see what was missing, what had been checked, and which questions needed a partner.
The intake system gathered information, requested and verified documents, exposed missing material, and checked firm history for independence concerns. It prepared approved engagement templates and scheduled the next step, connecting the initial conversation to kickoff preparation.
Potential independence matches were routed with a reason, source context, and an owner. Every flagged independence issue and substantive tax question reached a partner for judgment before the workflow continued.
Harbor & Vale reported 58% of intake automated without hiring, 11 hours saved per preparer each week, 3.4× faster engagement-letter turnaround, and zero tax filings delayed by intake friction.
Reported client outcomes from the approved Harbor & Vale case. Intake automation describes the intake workflow. The figures are reproduced as reported, not independently recalculated.
Partners retained tax and independence judgment. The system prepared routine work and made exceptions visible.
Bring an early idea, a defined brief, or a system that needs to work better.
Your first step
Define the problem, the first useful scope, and the decisions needed to build it.
