Data-driven business solutions
The right process
Trusted partner network to build solutions
The right partners
Tools, templates, and frameworks to increase efficiency
The right tools
A holistic approach.
Every company is different. No solution works for everyone.
We identify what makes your company unique and then build a system designed specifically for your needs.
Plan
Assess critical technology and workflows. Analyze expenses, resources, and capacity.
Build
Create process automations. Implement connected technology with Genwise operations experts.
Adopt
Train your staff with an expert implementation team to get the most out of your upgraded systems.
Holistic technology and systems designed for your firm.
Streamlined operations increase billable hours
Integrated & simple technology enhance productivity
Automated tasks reduce errors
Dedicated implementation & support team eliminates headaches
Why the Genwise system
for bookkeeping firms?
Genwise equips bookkeepers with a Bookkeeping-as-a-Service (BaaS) system that allows their business to scale their growth. Our operations team works directly with the business owner while modeling the organization's processes, implementing new technology for increased efficiency around staff members, and creating sustainable revenue models so they earn predictable income.
Every company is different. No single solution works for everyone. We work to holistically understand what makes your company unique and build custom solutions designed for your needs.
Find out if automation is a fit for your firm.
Do more without more people.
Leverage automation to empower your team.
Pains and Gains
Pain Points
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“Excel hell”
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Overloaded demand
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Workforce burnout
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High unbillable hours
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High repeatable tasks
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Too little visibility into business data
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Overwhelming choice of tech solutions
Benefits
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Higher productivity
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Less human error
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Reduced long-term operating costs
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Better customer service
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Happier employees
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More time to focus on strategic matters
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Increased billable time
My biggest problem was figuring out which technology to implement. Before Genwise I was trying to build a system with all the wrong pieces.
Christel Gustafson
Managing Partner
Vine Financial Partners
Discover if Genwise is a fit for your firm.
We automate accounting firms.
Genwise knows how to solve your workflow headaches, so your team can focus on billable time.
Karl Grimmett, CPA
Partner & CEO, DrillDown Solution
Christel Gustafson, CPA
Partner, Vine Financial Partners
Saim Akif, CPA
Partner, AKIF CPA
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.
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