We automate accounting firms.

Genwise knows how to solve your workflow headaches, so your team can focus on billable time.

Automate your firm

Scale your accounting firm with the right systems—built to last.

Automate your firm

Shift from chaos to clarity

Shift from chaos to clarity

Many firms face burnout, fragmented processes, and disorganized technology. Genwise partners with accounting firms to identify and implement the right solutions—streamlining operations and enabling them to scale wisely.

Turn your firm into a system that scales.

We partner with accounting firms to streamline operations, implement powerful software, and unlock scalable workflows. Many growing firms struggle with low adoption, burned-out teams, and disconnected workflows. Genwise exists to fix that—by operating as a hybrid COO and CTO for your firm. By aligning people, processes, and technology, we help unlock your firm's full potential for sustainable growth. Genwise doesn't just install software. We co-create systems that help firms scale wisely—freeing up billable time, improving team experience, and creating a modern, integrated client journey.

From roadmap to real systems. Built to scale.

Genwise Software Implementation phase is a 4-week sprint focused on setting up the core systems identified in your roadmap. We configure your tools, align them with your workflows, and lay the technical foundation for automation and adoption. This includes practice management, scheduling, communication, and other critical infrastructure—built to support your team from day one. Implementation sets the stage for the next phases: Workflow Automation, Training & Adoption, and ongoing Support & Optimization.

Systems aren’t “set it and forget it.” We stay to keep them sharp.

Genwise Adoption & Optimize is a 9-month engagement designed to keep your systems sharp, aligned, and evolving alongside your firm. We deliver tailored training through live sessions, Loom videos, and documentation—reinforcing consistent, confident use across your tools. As your services, team, and clients evolve, we proactively refine workflows, update automations, and adjust systems to stay ahead. From adoption monitoring to continuous improvement, we help your operations remain efficient, scalable, and resilient—long after implementation ends. This isn’t reactive support it’s a proactive partnership in long-term operational excellence. The result: confident teams, streamlined operations, and systems that improve over time.

Build intelligent workflows. Connect your systems. Operate like one firm.

Workflow Automation phase is a 4-week sprint where Genwise engineers and automates the key processes that drive your firm—like client onboarding, task handoffs, service delivery, and internal coordination. We map your ideal workflows, eliminate manual steps, and embed automation using tools like Zapier, Karbon, Soraban, Keeper, and integrated platforms. The result is a more scalable, streamlined operation where work moves faster, teams stay aligned, and nothing falls through the cracks.

Lead your firm like a CEO—with systems that scale both operations and revenue.

Management & Growth phase is where Genwise steps in as your strategic partner—helping you lead with clarity and scale with confidence. We support ongoing decisions around systems, capacity, hiring, and service delivery, while aligning growth efforts like sales automation, marketing infrastructure, and campaign execution. This phase ensures your firm doesn’t just run well—it grows intentionally, with the right structure, tools, and visibility to sustain long-term success. We don’t just fix operations or growth—we connect them. Because disconnected delivery and disconnected demand are two sides of the same bottleneck. By building and automating your growth infrastructure, we help you convert leads faster, send proposals sooner, and keep referrals from slipping through the cracks.

The first step toward scaling wisely. Plan smart, then build.

Genwise Efficiency Assessment is a 3-week diagnostic that gives firm leaders a clear, actionable roadmap before any implementation begins. We evaluate your business model, technology, and workflows to surface inefficiencies, align leadership, and map out the right tools and timelines to scale sustainably. This structured, data-driven process sets the foundation for lasting change—turning insight into a phased, purpose-built plan your team can actually execute.

Week 1 – Diagnose
We gather data across your systems, processes, and team—through surveys, interviews, and software exports.

Week 2 – Design
We share findings, align on key opportunities, and test timelines, budgets, and tool options for fit.

Week 3 – Deliver
We finalize your custom roadmap with clear priorities, implementation phases, and actionable next steps.

Repeatable structure for scalable delivery.

Workflow Templates phase is a focused 4-week sprint designed to give your firm a consistent, proven structure for managing recurring work—like client onboarding, tax prep, bookkeeping, payroll, audit, and advisory services. These templates standardize how tasks are triggered, assigned, tracked, and completed across your team. Each Karbon or Canopy template is built to match your service model, tools, and team structure—embedding best practices, automations, and naming conventions that make work clear and repeatable. The result: fewer dropped balls, smoother handoffs, faster onboarding, and a scalable system your team can rely on. Templates aren’t just checklists—they’re operational blueprints.

A 3-week deep dive to unlock scale-ready systems.

Before any implementation begins, we start with a structured, data-driven assessment designed to surface what’s working, what’s not, and what to do next. This is not a generic audit—it’s a strategic blueprint for modernization.
Every firm is different—and no single solution works for everyone. At Genwise, we identify what makes your firm unique and build systems tailored to your specific needs. Our data-driven approach evaluates your business model, technology, and workflows to develop a custom automation strategy—with clear costs and timelines—before implementation begins.

What It Covers

Business Model Review – Understand how your firm makes money—and where systems support or slow it down.
Tech Stack Evaluation – Identify gaps, redundancies, and underused tools.
Workflow Review – Analyze how work moves (or doesn’t) across your team and clients.

How It Works

Week 1 – We collect data across systems, processes, and people—using surveys, system exports, and interviews.
Week 2 – We review findings with you, align on opportunities, and pressure-test timelines, budgets, and solution options.
Week 3 – We finalize your custom roadmap—complete with prioritized initiatives, tool recommendations, and implementation phases.

What You Get

A tailored automation and systems roadmap
Visibility into hidden inefficiencies
Clear cost and time estimates
Alignment across leadership and staff
A confident plan to scale without chaos

Why It Matters
Firms that skip this step often implement the wrong tools—or the right ones, poorly. This assessment builds alignment, clarity, and momentum before the real change begins.

Learn More

From roadmap to real systems. Built to scale.

Genwise Software Implementation phase is a 4-week sprint focused on setting up the core systems identified in your roadmap. We configure your tools, align them with your workflows, and lay the technical foundation for automation and adoption. This includes practice management, scheduling, communication, and other critical infrastructure—built to support your team from day one. Implementation sets the stage for the next phases: Workflow Automation, Training & Adoption, and ongoing Support & Optimization.

Systems aren’t “set it and forget it.” We stay to keep them sharp.

Support & Optimization phase is a 9-month engagement designed to keep your systems aligned, effective, and continuously improving. As your firm evolves, we refine workflows, update automations, and adapt tools to support new services, team members, or client needs. We monitor adoption, resolve friction points, and provide hands-on support to ensure your operations stay efficient and your systems scale with you. This isn’t about support tickets—it’s a proactive partnership.

Build intelligent workflows. Connect your systems. Operate like one firm.

Lead your firm like a CEO—with systems that scale both operations and revenue.

A vetted ecosystem of tools and partners—curated for accounting firms.

The Genwise Marketplace gives you access to proven software and service partners that integrate seamlessly with your systems. No more trial-and-error. No more shiny objects. Just tech that works—because we’ve tested it, and we help implement it.

What It Includes

Preferred Tech Stack – Core systems and add-ons we regularly implement—like Karbon, Soraban, Tallyfor, ReachReporting, Canopy, and more.
Implementation-Ready Tools – Every tool in the Marketplace is one we know how to integrate, automate, and support—no DIY required.
Service Partners – Trusted collaborators for talent, IT, branding, compliance, and coaching—who understand the accounting space and our shared clients.

Categories We Cover

Practice Management
Client Onboarding & Intake
Tax Automation & Prep
Sales, Proposals, and Payments
Financial Reporting & Dashboards
Scheduling & Communication
Workflow Automation & AI Tools

Plus partner services like HR, EOS coaching, BOI reporting, and outsourced IT.

How It Works

During the Efficiency Assessment – We identify gaps and recommend tools from the Marketplace that best fit your firm.
During Implementation – We configure and integrate those tools into your workflows.
Post-Launch – We refine usage and ensure adoption through training, updates, and real-time support.

Why It Matters
Choosing the right tech is hard. Making it work is harder. The Genwise Marketplace solves both.

No more guessing which tools to try
No isolated software—just connected systems
No vendor runaround—we speak the same language and coordinate directly

👉 Want a tour of tools that actually fit your firm? Schedule a Marketplace Review

Learn More

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.

Automate your firm

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.

Automate your firm

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.

Automate your firm

Your firm’s command center—built for clarity, visibility, and action.

The Genwise App gives your team one place to track implementation progress, access workflows, and stay aligned across systems. No more scattered notes, forgotten tasks, or chasing down updates. It’s not just a dashboard—it’s your operating system for change.

What It Does

Tracks Your Roadmap – See every sprint, task, and milestone—updated in real time.
Centralizes Resources – Access SOPs, Looms, links, and documentation tailored to your firm.
Supports Team Adoption – Each user gets guided next steps based on their role and workflows.
Connects to Key Tools – Pulls in data from your practice management, scheduling, and communication platforms (via API or Zapier integrations).
Creates Visibility for Leadership – Monitor adoption, automation performance, and workflow status without micromanaging.

Why It Matters
Firm change fails when visibility breaks down. The Genwise App gives your whole team—partners, managers, and staff—a shared system of record and direction. It reinforces structure, supports accountability, and keeps implementation on track.

Who Uses It

Firm Owners – See progress without chasing your team
Ops Leads – Manage rollouts, updates, and adoption
Staff & Admins –Know what to do, when, and where
Genwise Operators – Guide implementation and refinement directly in-app

Ongoing Value
The App remains active during your Refine & Support phase, giving you a single source of truth for all systems work. You can even continue using it beyond your engagement on a support plan or internal license.

Request a demo

🛠️ Genwise Software Optimization

Turn underused tools into high-performing systems.

Most accounting firms don’t need more software—they need to get more out of what they already have. Genwise Software Optimization helps you fully activate your tech stack, eliminate friction, and maximize ROI.

This isn’t troubleshooting. It’s transformation.

What We Do

Audit Existing Tools

We review usage, settings, and workflows to identify gaps, redundancies, and missed opportunities.
Reconfigure for Real Use

We restructure systems (like Canopy, Karbon, Ignition, QBO, etc.) to reflect how your team actually works.
Clean Up + Simplify

We streamline naming conventions, templates, automations, and folder structures to reduce chaos and errors.
Retrain Your Team

We provide targeted Loom videos, updated SOPs, and team walkthroughs to build better usage habits.
Optimize Cross-Tool Workflows

We ensure tools talk to each other—reducing duplicate entry, missed steps, and disconnected data.

Common Optimization Targets

Practice Management
Client Onboarding & Portals
Proposals & Engagements
Task Templates & Automations
Document Storage & Naming Conventions
Dashboards & Reporting Tools

The Outcome

Higher team adoption
Less time spent hunting for info
Better client experience
Clearer workflows
Tech you can trust, not just tolerate

When to Use It

After a tool was “set up but never really used”
During or after a period of growth or team change
If things technically work but feel clunky or inconsistent
Before switching tools—so you can avoid doing it twice

👉 Not sure if your systems need a full reset or a smart tune-up? Let’s assess together

Automate your firm

🤖 Genwise AI-Driven Workflow Automation

Smarter workflows. Less manual work. More time for what matters.

We embed AI directly into your firm’s workflows—turning repetitive, error-prone tasks into automated, intelligent processes that scale with you. No hype. Just practical AI that fits your tech stack and makes work feel lighter.

What We Automate with AI

Client Intake

Auto-collect and categorize documents, extract key data, and pre-fill workpapers with tools like Soraban.
Tax Research & Planning

Generate insights and summaries using AI assistants like TruePrep and ChatGPT—saving hours on routine queries.
Workpaper Prep & Data Entry

Use tools like DataSnipper to pull numbers from PDFs, categorize transactions, and prep reconciliations automatically.
Sales & Communication

Automate follow-ups, proposal drafting, and email routing with AI-supported workflows.
Audit & Compliance Tasks

Surface risks, summarize findings, and tag anomalies in real time using AI-driven extraction tools.

Our Approach

We don’t drop in random AI tools—we map where they make sense inside your existing workflows:

Map: Identify where manual steps slow down processes
Match: Recommend AI tools based on your firm size, stack, and goals
Embed: Automate workflows across tools like Zapier, Soraban, ChatGPT, and more
Train: Equip your team to work with AI, not around it
Refine: Monitor performance and optimize over time

Benefits to Your Firm

Free up high-value hours
Eliminate bottlenecks and manual errors
Create repeatable, scalable workflows
Deliver faster, more responsive service to clients
Future-proof your operations without overcomplicating

Where AI Fits Best

Tax prep and advisory
Client onboarding
Monthly bookkeeping
Workflow status tracking
Internal comms and reporting
Sales and proposal processes

More than tools—it’s a new way to work

We combine AI, automation, and firm ops expertise to help your team move faster, make better decisions, and stay focused on client value—not admin work.

Automate your firm

🔗 Genwise Data Design & Integration

Connect your tools. Structure your data. Unlock true visibility.

At Genwise, we don’t just help you adopt new software—we ensure your tools work together through thoughtful data design and seamless integration. The result: connected systems, cleaner data, and smarter decisions.

What We Do

Map Your Data Architecture

We define how client, task, and financial data flows across tools—so nothing falls through the cracks.
Clean + Standardize

We fix naming conventions, remove duplicates, and structure your systems for consistency and scalability.
Build Integrations That Work

Using platforms like Zapier, Make, and native APIs, we create automated connections between tools (e.g., practice management, accounting, CRM, onboarding, and reporting).
Create Dashboards That Matter

We centralize insights into real-time views of client status, team workload, and firm performance—no more spreadsheet wrangling.

Common Integrations

Karbon ↔ Ignition ↔ QBO
Canopy ↔ Calendly ↔ Typeform
Tallyfor ↔ QBO ↔ Tax Software
Zapier ↔ Slack / Teams / Email
Practice Management ↔ Reporting Tools (e.g., ReachReporting, Airtable, Google Sheets)

The Outcome

Clear data, fewer errors
Faster onboarding and handoffs
Better team alignment
Executive-level visibility into work, capacity, and clients
Scalable infrastructure to support firm growth

Designed for Firm Complexity

Whether you’re running one practice line or five, managing 100 clients or 1,000, we design systems that support complexity—without creating chaos.

👉 Want your systems to finally talk to each other? Let’s design your data layer

Automate your firm

More than training—real team enablement. Turn new systems into daily habits.

The Training & Adoption phase is a focused 4-week sprint designed to ensure your team fully embraces the new systems and workflows. We provide tailored training through live sessions, Loom videos, and documentation—meeting each role where they are. This phase reinforces consistency, builds confidence, and drives real usage across your tools so the investment translates into day-to-day impact. It’s not just about knowing the software—it’s about making it stick.

A 3-week deep dive to unlock scale-ready systems.

Before any implementation begins, we start with a structured, data-driven assessment designed to surface what’s working, what’s not, and what to do next. This is not a generic audit—it’s a strategic blueprint for modernization. Firms that skip this step often implement the wrong tools—or the right ones, poorly. This assessment builds alignment, clarity, and momentum before the real change begins. Our assessment provides a tailored automation and systems roadmap that surfaces hidden inefficiencies, outlines clear costs and timelines, ensures leadership alignment, and delivers a confident plan to scale without chaos.

How It Works
Week 1: We collect data across systems, processes, and people—using surveys, system exports, and interviews.
Week 2: We review findings with you, align on opportunities, and pressure-test timelines, budgets, and solution options.
Week 3: We finalize your custom roadmap—complete with prioritized initiatives, tool recommendations, and implementation phases.

=

The first step toward scaling wisely. Plan smart, then build.

Genwise Efficiency Assessment is a 3-week diagnostic that gives firm leaders a clear, actionable roadmap before any implementation begins. We evaluate your business model, technology, and workflows to surface inefficiencies, align leadership, and map out the right tools and timelines to scale sustainably. This structured, data-driven process sets the foundation for lasting change—turning insight into a phased, purpose-built plan your team can actually execute.

Week 1 – Diagnose
We gather data across your systems, processes, and team—through surveys, interviews, and software exports.

Week 2 – Design
We share findings, align on key opportunities, and test timelines, budgets, and tool options for fit.

Week 3 – Deliver
We finalize your custom roadmap with clear priorities, implementation phases, and actionable next steps.

Automate your firm

Synchronize Client Data

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.

Automate your firm

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.

Automate your firm

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.

Automate your firm

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.

Automate your firm

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.

Automate your firm

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.

Automate your firm

Financial Statement Generation

Create workflows to generate financial statements based on client data in your accounting software.

Customizable Report Templates

Automate your firm

Clarity starts with a clear plan

We analyze your firm’s business model, technology, and workflows to build a tailored, sustainable roadmap. Through a sprint-based process, we turn disconnected tools into a fully integrated, scalable system—configuring platforms, automating workflows, and embedding AI where it adds value. With live training, documentation, and hands-on support, we align your team and deliver an operational backbone that supports both daily delivery and long-term growth.

Initial
Discovery

4 - Weeks

Assessment & Roadmap

4 - Weeks

8 - Months

4 - Weeks

Sprint 2

Refine &
Support

8 - Months

Sprint 1

8 - Months

4 - Weeks

Sprint 3

Initial
Discovery

4- Weeks

Assessment & Roadmap

Add a Title

Phase 2 (Optional)

Workflow Templates

4 - Week Sprint

Adoption & Optimize

9 - Months

Initial
Discovery

Workflow Automation

4 - Week Sprint

Efficiency Assessment

3 - Weeks

Software Implementation

4 - Week Sprint

Phase 1

8 - Months

Phase 2 (Optional)

Workflow Templates

4 - Week Sprint

Adoption & Optimize

9 - Months

Initial
Discovery

Workflow Automation

4 - Week Sprint

Efficiency Assessment

3 - Weeks

Software Implementation

4 - Week Sprint

Phase 1

8 - Months

Efficiency Assessment
(3-weeks)

Build tailored roadmap

Initial
Discovery
(1-week)

Align goals & challenges

Software Implementation
(4-week sprint)

Configure & Customize

Workflow Automation
(4-week sprint)

Design & Build

Training & Adoption
(4-week sprint)

Enablement & Deployment

Support & Optimization
(9-months)

Operational Tuning

8 - Months

Efficiency Assessment
(3-weeks)

Design roadmap & select a scalable strategy

Initial
Discovery
(1-week)

Identify goals, challenges & desired outcomes

Software Implementation
(4-week sprint)

Launch the right systems with expert setup

Workflow Automation
(4-week sprint)

Eliminate manual steps & reduce operational drag

Training & Adoption
(4-week sprint)

Empower team to use & trust the system

Support & Optimization
(9-months)

Keep systems sharp & aligned

Sprint 2

4 - Weeks

Refine &
Support

8 - Months

Assessment & Roadmap

4 - Weeks

Sprint 3

Sprint 2

4 - Weeks

Initial
Discovery

Sprint 1

Software

Karbon/Canopy, Soraban, TruePrep, IRS Solutions, Loom, UltraTax/Proconnect/Drake/Lacerte, Keeper/LedgerSync, QBO/XERO, QBO Payroll/Gusto, AvalaraTax, Expensify, RightCapital, ReachReporting, OpenAI - ChatGPT, Ignition, Malierlite/Wix, Calendly, Zoom,

Services

RightWorks / Tech Guru, Finovo, TeamUp / Cloud Accountant / Premier HR Solutions, Your Better Brand / Finovo, and Leyton

Education

EOS Implementers / Realize / Future Firm / Earmark

Every firm is different. No solution works for everyone. We identify what makes your company unique and then build a system designed specifically for your needs. Every firm completes a 3-week assessment before joining a hands-on cohort with 3 execution sprints and 9 months of support. We don’t drop tools and disappear. We embed ourselves in your firm’s systems, team, and strategy—driving change that sticks.

Connected Ecosystem

Why firms choose Genwise

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

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

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.

Pains and Gains

Pain Points

“Excel hell”
Overloaded demand
Workforce burnout
High unbillable hours
High repeatable tasks
Too little visibility into business data
Overwhelming choice of tech solutions

Benefits

Higher productivity
Less human error
Reduced long-term operating costs
Better customer service
Happier employees
More time to focus on strategic matters
Increased billable time

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.

Grow your bookkeeping firm