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A solo CPA firm cut 10+ hours of admin every week

Email triage, weekly briefings, and a full Ignition→TaxDome+Keeper+QuickBooks onboarding pipeline replaced the 4:30 AM scramble.

Industry
Accounting & Tax
Engagement
Build
Timeline
30-day sprint, then ongoing
Outcomes
Hours saved

The problem

A small CPA practice was drowning in 100+ daily emails and a 1,100+ unread inbox. Manual onboarding from one tool to the next was eating the owner's evenings. The goal was to kill 90% of the admin work and free her up for strategic client conversations.

What we built

  • Email triage and auto-routing rules across vendor noise (Barracuda, Ramp, ADP, Intuit) and client-specific signal
  • Daily and weekly calendar briefs with conflict and overload detection
  • CPE webinar capture and Wednesday morning digest of what to attend
  • Friday auto out-of-office that toggles itself on and off
  • Full client onboarding pipeline: Ignition proposal accepted → Zapier → Lindy → TaxDome (S-Corp vs Schedule C) → Keeper provisioning → QuickBooks invitation → team notification

Stack

LindyZapierOutlookTaxDomeKeeperIgnitionQuickBooksCustom GPTs

Outcome

Live and producing 10+ hours per week of saved admin work. The owner shifted from operational firefighter to strategic advisor.

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