Accelerate client readiness
Collect structured data, documents, signatures, and approvals in one journey.
Accounting & Audit Firms
Stop chasing documents and start every engagement ready to work.
Automate client onboarding, evidence collection, engagement workflows, review queues, deadlines, status updates, billing, and recurring compliance work.
Accounting firmsAudit practicesTax and advisory teams
Who feels the difference
Prepared clients
Empowered engagement teams
Confident partners
Business impact
Measurable gains for Accounting & Audit Firms.
The operating model focuses on three industry priorities: Accelerate client readiness; Protect every deadline; and Scale without more coordination.
Protect every deadline
Track dependencies, reviews, exceptions, and client actions automatically.
Scale without more coordination
Give clients self-service while teams work from prioritized queues.
One connected operating flow
The accounting and audit engagement, from onboarding to signed delivery.
Each stage shows the industry work, what Round Infinity automates, and the horizontal platform capabilities carrying context and control across the process.
1
Accept & Onboard the Client
Scope, entities, contacts, KYC, independence, risk, engagement terms, access, and signatures complete before work begins.
Client portal · Identity · E-sign
2
Build the Evidence Request
The engagement creates a dynamic, entity-aware checklist of data, documents, periods, owners, formats, and due dates.
Workflow templates · Document AI
3
Collect & Validate Evidence
Clients upload once while AI identifies documents, checks completeness and period, reconciles requests, and flags exceptions.
Document processing · Secure portal
4
Prepare, Review & Resolve Questions
Workpapers, review notes, client questions, approvals, dependencies, and specialist actions move through controlled queues.
Workflow orchestration · Knowledge AI
5
Deliver, Bill & Start the Next Cycle
Reports, filings, signatures, invoices, collection, archive, renewal, and recurring deadlines close the engagement.
Document generation · Billing · Analytics
Horizontal platform capabilities working across every stage
Secure client portal
Dynamic document checklists
Review and approval workflows
Document generation and e-sign
Recurring deadline automation
Practice and engagement dashboards
Industry AI agents & accelerators
Purpose-built agents, engines, and copilots for accounting & audit firms.
These are configured for the industry task, not generic chatbots. Each works inside permissions, confidence thresholds, human-review rules, and one audit trail.
Client Acceptance AI Agent
Coordinates KYC, independence, risk, engagement approval, and setup.
Evidence Request AI Agent
Creates and manages dynamic data and document checklists.
Document Processing Engine
Identifies, extracts, classifies, and reconciles uploaded evidence.
Engagement Workflow AI Agent
Prioritizes preparation, review, questions, approvals, and blockers.
Deadline & Compliance AI Agent
Tracks filing dates, dependencies, aging work, and escalation.
Client Status AI Agent
Answers approved status questions and prompts the next client action.
See Accounting & Audit Firms operations running end to end.
We’ll map one priority workflow to your systems, controls, channels, and teams, and show how Round Infinity completes the work.
Book a focused walkthrough