Client intake & onboarding
Walks new clients through intake, collects the documents you need, and sets up the engagement in the practice software you already run.
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AI integration for Accounting & pro services
Accounting & pro services.
Client intake and document chasing, minus the back-and-forth.
Built into your existing tools · Senior-built · Free 30-minute audit
Where the time goes
The work stalls waiting on the client.
- Intake drags before work even starts
- New clients trickle in over email and phone, so engagement setup stretches across days of back-and-forth before anyone can begin.
- Missing documents stall every file
- A return or a close sits half-done because one form never came, and chasing it by hand keeps slipping down the list.
- Deadlines creep up while you're heads-down
- Filing dates and client reminders compete with billable work, so the routine follow-ups get done late or not at all.
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What we'd build
AI that runs intake and chasing, so you run the work.
Document chasing on autopilot
Tracks what is still outstanding on every return and close, then follows up with the client until it arrives.
Deadline & filing reminders
Watches filing dates and client deadlines, then sends the right reminder at the right time so nothing slips.
What changes
Less chasing, more billable work.
- New clients onboarded without the email volley.
- Missing documents in before they hold up a file.
- Filing deadlines that never sneak up on you.
- Your team on the work, not the follow-ups.
How we'd build it
From your workflow to live.
- 01
We map your client intake, document collection, and filing deadlines.
- 02
We build into the practice-management and document tools you already run.
- 03
It goes live in weeks, measured on onboarding time and documents in on time.
Questions
Straight answers.
The things accounting & pro services operators actually ask before a free audit.
Not covered here?
Ask us anything. A real person answers, never a bot. We build with AI, and we value a real conversation just as much.
hello@mainvale.comDoes it work with our practice and document software?
Yes. We build into the practice-management, document, and calendar tools you already run rather than replacing them. Nothing gets ripped out, and your workflows stay where they are.
How is sensitive client data handled?
Your client data stays inside your environment under your access controls. We scope exactly what each system can see, keep it out of model training, and build to your firm's confidentiality and compliance requirements.
Will it replace our staff?
No. It takes the intake forms, document chasing, and reminder follow-ups off your team's plate. They spend their time on the returns, closes, and advisory work that need a professional.
How fast can it go live?
Most intake and document-chasing workflows are live in a few weeks. We start before your next deadline crunch and measure on what gets collected on time.
Book a free AI audit.
30 minutes with senior builders. Leave with a prioritized plan, yours to keep.
- Free, no obligation
- A plan you keep
- Senior people, not sales