Accounting, Audit & Professional Services

Less document chasing.
More time for the work.

Round Infinity automates client onboarding, document collection, deadline campaigns, billing, and engagement delivery — so your team focuses on accounting, not coordination.

Public Accounting & CA FirmsCPA & Audit PracticesTax Advisory & Compliance FirmsCFO Advisory & Financial Consulting
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Accounting, Audit & Professional Services — Round Infinity
60%
Faster Document Collection With Automated Checklists
50%
Reduction in Internal Admin Per Engagement
40%
Faster Fee Collection With Automated Follow-Up
What Round Infinity Does

From Engagement to Fee Collected. One connected platform.

📋
Client Onboarding & Document Collection

New engagement workflow — engagement letter e-signed, documents collected via AI checklist, reminders sent automatically. Engagements start faster with less back-and-forth.

📅
Deadline Campaigns & Compliance Tracking

Tax filing dates, audit deadlines, and compliance milestones tracked centrally. Client reminders sent automatically. Nothing missed. Partners informed of exceptions only.

💰
Billing, Fee Collection & Engagement Delivery

Time entries captured, invoices generated, and payment reminders sent automatically. Engagement progress visible to partners without status meetings.

How It Works

From first contact to resolved — automatically

1
New Client Onboard
Engagement letter signed, KYC complete, checklist sent
2
Documents Collected
AI reminders until all required docs submitted
3
Deadlines Tracked
Filing dates and milestones alerted automatically
4
Work Delivered
Team executes — AI tracks progress and exceptions
5
Invoice Generated
Time-based billing, auto-invoiced, sent to client
6
Fee Collected
Reminder sequence starts. Payment link. Receipt issued.
Platform Capabilities

Built for your industry. Ready in days.

Every capability purpose-built — not a generic platform retrofitted with integrations.

Client Onboarding Automation

Engagement letter, KYC, document checklist, and digital sign-off — completed before the team starts work, with no manual chasing.

Onboarding automation
Client Query & Status Management

Client calls and messages on engagement status, document progress, and compliance queries handled by AI — partners and managers notified only on exceptions.

Omnichannel AI
Client Nurturing & Renewal Outreach

New enquiries engaged immediately by AI with a qualification call and follow-up sequence. Existing clients receive automated deadline nudges, document reminders, and annual engagement renewals — multi-step sequences across voice, WhatsApp, and email until action is taken.

AI outbound
Deadline Management

All client deadlines — tax filings, audit reports, ROC filings — tracked centrally. Reminders go to clients. Alerts go to the team. Nothing slips.

Deadline tracking
Office & Vendor Payables

Vendor invoices for office operations, outsourced services, and technology subscriptions extracted by AI, matched, approved via workflow, and queued for payment.

AP automation
Staff & Associate Administration

Staff HR requests, IT tickets, travel bookings, and internal approvals handled via self-service portal — so practice managers focus on client work, not admin.

Staff self-service
Billing Automation

Time entries, invoice generation, and reminder sequences automated. Partners see aging in real time. Collection rates improve without chasing.

Fee collection
Practice Analytics

Client billing status, engagement progress, team utilization, and deadline compliance — live dashboards for managing partners.

Practice visibility

Ready to spend more time on advisory and less on coordination?

See how accounting and professional services firms automate their practice operations in a 30-minute demo.

Schedule a Demo