Attention firm owners
Save Your Tax Firm 20 Hours a Week
We standardize your core services and automate the repeatable work so your team stops chasing and starts executing.
Does this sound familiar?
You are constantly answering “what is the status on this?” instead of focusing on high value work.
Your team spends more time chasing documents and clarifying handoffs than actually completing returns.
Every busy season feels like controlled chaos, even though you hired more people.
If you've experienced any of this... you are in the right place.
Operational Systems Built For Modern Tax Firms
Here’s everything you’ll dive into when you work with us:
Workflow Standardization
We define clear service levels and build repeatable workflows so every engagement follows the same structure.
Document Collection Automation
We design structured document request systems with automated reminders to eliminate manual follow up.
Automated Client Onboarding
Structured onboarding workflows that collect documents, assign tasks, and eliminate manual back and forth from day one.
AI Assisted Process Automation
We integrate AI tools to automate repetitive admin, flag anomalies, and streamline internal workflows.
Firm Visibility & Reporting
We implement real time dashboards so partners can see workload, bottlenecks, and job status instantly.
Task & Deadline Architecture
We centralize task ownership, deadlines, and handoffs so nothing lives in email or memory.
Meet Diego
He is a workflow and automation specialist focused exclusively on tax firms. He designs structured operational systems and AI driven automations that eliminate repetitive work, centralize visibility, and increase capacity without adding headcount.
His approach replaces tribal knowledge and manual processes with scalable infrastructure built specifically for the realities of modern tax firms.
A Tax Firm That Runs On Systems, Not Staff
Done For You Firm Automation System
Here’s what you get:
Workflow Architecture Buildout
Centralized Task & Deadline System
Automated Document Collection System
Automated Client Onboarding System
AI Assisted Workflow Enhancements
Partner Visibility Dashboard
100% Done For You.
Workflow Architecture
Defined service levels
Standardized task sequences
Clear handoffs and ownership
Consistent delivery across all clients
Intelligent Automation
Document request automation
Client onboarding workflows
Automated reminders and follow ups
Operational Visibility
Task and deadline tracking
Workload dashboards
Real time client status
Why Choose Us Over Everyone Else
Everyone else
General automation agencies
Built for any industry
One size fits all workflows
Surface level setup
Clanker consulting
Built exclusively for tax firms
Designed for busy season realities
Structured around tax workflows
Deep operational implementation
Frequently Asked
Questions
What software do you use?
We primarily implement and optimize Canopy for workflow, task management, document collection, and firm visibility. It provides the structure needed to standardize and automate operations effectively. You will be able to start a free trial.
What if we use different practice management software?
We strongly recommend switching to Canopy for the best long term results. However, we will review your current management system first to determine whether similar improvements can be achieved without migrating.
Who's this perfect for?
This is ideal for medium sized tax and accounting firms that feel busy but disorganized, are at or near capacity, and want to increase output without hiring more staff.
What do you charge?
Pricing is customized based on firm size, workflow complexity, and the level of automation implemented. After reviewing your current structure and goals, we provide a clear fixed proposal.
Do I need any technical experience?
No. You do not need to understand workflow logic or automation systems. We build the structure for you. Your team only needs to learn how to use the software in a simple, guided way.
Let’s build automations that save you time
Your tax firm isn’t short on staff... it’s held back by a clunky workflow.
Clanker Consulting 2026