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

New Client Onboard

Engagement letter signed, KYC complete, checklist sent

Documents Collected

AI reminders until all required docs submitted

Deadlines Tracked

Filing dates and milestones alerted automatically

Work Delivered

Team executes — AI tracks progress and exceptions

Invoice Generated

Time-based billing, auto-invoiced, sent to client

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

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

Onboarding automation

Document Collection

AI checklists sent for every engagement type. Automated reminders until complete. No partner time spent following up on missing docs.

Doc automation

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

Billing Automation

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

Fee collection

Engagement Workpapers

Document templates, workpaper checklists, and review sign-offs managed digitally with version control and full audit trail.

Engagement management

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.