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Tax Prep

Workflow automation to improve efficiency from pre-season communication to e-file monitoring. 


Convert new clients hands-free by automatically sourcing, qualifying, and nurturing strong leads.

Client Onboarding

Make a great first impression on new clients. Send welcome emails, organizers, and e-signature collection.

Our most popular automations.

Our most popular automations.

Custom automation for any accounting process.

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

Need a specific fix for your firm?

See our work in action.

Genwise has perfected a system to understand the crux of a company's needs and implement automation that solves efficiency, burnout, and capacity problems.

Flexible options to fit your firm.

Genwise helps accounting firms with up to $10M in revenue automate workflow headaches. From onboarding to e-file, we free up capacity to help your team get more done.

Business Automation

Give your team superpowers with automation. Eliminate tedious tasks and reduce human error by integrating the systems you already use. Data entry tasks? See ya later. Client on-boarding hassles? Not anymore. Discover a better way of doing things.

Process Engineering

Sometimes taking a step back and getting an outside perspective on your processes can illuminate problems right under your nose. We use a proprietary system to dive deep into your processes and single out inefficiencies you didn't know existed. 

Systems Upgrade

If your tools are out of date, upgrading your systems can have a tremendous effect on your productivity. New tools and technology are constantly evolving. Staying at the forefront of change means you're always competitive.

Systems Training

New systems are only as good as the team using them. We'll help ensure that your employees are comfortable with your upgraded processes and supporting technology to effectively utilize them or maximum support.

Revenue Generation

With bleeding-edge tools and a team who knows how to use them, you're ready to update your pricing to match your value. We'll show you how to begin offering more profitable services that increase value for your customers and generate greater revenue for your growing business.

Your company is unique.
Genwise provides custom solutions for any accounting headache.

Before implementation, we assess all software on its security, functionality, integration, and cost.

We work with any tech.

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.

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