Client onboarding
A new client submits one intake form. W!FE sends the engagement letter for signature, requests the prior year documents, creates the client in your systems, and notifies the assigned CPA when everything is in.
For accounting and CPA firms
Workflow automation for accounting firms.
Every client goes through the same onboarding, the same document chase, the same deadlines. W!FE runs those steps for you, so tax season is about the work, not about chasing what is missing.
Microsoft 365
Outlook / Exchange
Teams
Client intake forms
E-signature platforms
Tax & practice software
SQL
Schedules
Any REST API +
Firm workflows that run themselves
Automate the chase, keep the judgment.
The accounting stays with your CPAs. The requesting, reminding, confirming, and routing moves to workflows.
Document collection
Send each client a checklist of what you need, remind them automatically until it arrives, and mark items received as they come in. No more three-email chases per client per document.
Tax season checklists
Every return follows the same stages: documents in, preparation, review, signature, filing. W!FE tracks which stage each client is in and who owns the next step, firm-wide.
Deadline reminders
Filing and extension deadlines trigger reminders to staff and clients on a schedule, escalate when unacknowledged, and log every notice that went out.
Monthly close and bookkeeping
Recurring engagements kick off on schedule: request the statements, confirm receipt, open the task list, and report completion the same day every month.
Partner approvals
Steps that need partner sign-off, like sending a proposal or filing, pause the workflow, notify the partner in Teams, and resume automatically when approved.
Why firms choose W!FE
Tax season without
the status meetings.
When every client's stage and next owner is visible in one place, partners stop asking for status and staff stop compiling it. The run history shows exactly where every engagement stands.
Plan your first workflow01
Clients get one clear ask. Forms and checklists tell clients exactly what to send and confirm what arrived.
02
Nothing depends on memory. Schedules run the reminders; escalations catch what stalls.
03
Operated for you. Braintek builds and maintains the workflows. Your staff uses forms and gets results.
Common questions
Accounting automation, answered.
Does W!FE work with our tax and practice management software?
W!FE connects to any system that exposes a REST API through its custom API connector, and to Microsoft 365, Exchange, and Teams out of the box. Braintek maps your specific stack during setup.
Is client financial data secure?
Each firm runs in a dedicated W!FE environment. Data moves directly between your systems over authenticated APIs, access is controlled through your Microsoft 365 sign-in, and every run is logged step by step.
Can clients use it without training?
Yes. Clients only ever see a form or an email with a clear checklist. There is no portal login to teach and no software for them to install.
What should a firm automate first?
Document collection is the usual first win: it is the biggest time sink, the steps are identical for every client, and automated reminders recover hours per week immediately. Onboarding and tax season tracking typically follow.
Start with one process
Stop chasing documents by hand.
Show us the repetitive work. We will map the first workflow with you.