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.
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One Platform Across Every Engagement
From client intake to deliverable sign-off and fee collection — every task tracked and every deadline covered.
Client Onboarding & Document Collection
- Engagement letter generated and sent for digital signature on client acceptance
- Structured document checklist sent via WhatsApp — each item tracked to completion
- Automated reminders for missing documents — escalation to senior contact if overdue
Deadline Management & Compliance Campaigns
- Tax filing, audit completion, and regulatory compliance deadlines tracked per client
- WhatsApp and email campaigns sent well in advance with action links included
- Regulatory changes trigger targeted advisory communication to relevant clients automatically
Billing & Fee Collections
- Invoice generated on milestone completion — sent via WhatsApp with direct payment link
- Reminders at 7 and 3 days before due date; overdue escalation to partner automatically
- Annual engagement renewal triggered 60 days before year-end
The Automated Engagement Journey
From client inquiry to engagement closure — every step tracked without manual coordination.
AI collects engagement type and business details. Discovery call booked with relevant partner automatically.
New client screened against existing client list. Acceptance workflow routed to partner for sign-off with audit trail.
KYC documents collected via WhatsApp. Engagement letter sent for e-sign. Retainer payment link included.
Engagement-specific checklist sent via WhatsApp and portal. Each item tracked. Automated reminders for missing docs.
Partner, manager, and associate assigned. Work plan and deadlines configured. Team notified with client context.
Document status, filing deadlines, and payment receipts answered without staff involvement.
Draft report uploaded to portal with review deadline. Client notified via WhatsApp. Comments routed to team.
Tax filing and compliance deadlines communicated to clients well in advance with direct action links.
Invoice raised on milestone completion. WhatsApp delivery with payment link. Annual renewal triggered proactively.
Every Workflow Your Firm Runs
Client service, engagement delivery, compliance, and billing — one connected platform.
Client Onboarding & KYC
- Conflict check and acceptance workflow with audit trail
- KYC document collection and verification automated
- Engagement letter e-sign with retainer payment link
Document Collection & Management
- Checklist-based collection with per-item tracking
- Automated follow-up for missing items — escalation built in
- Secure client portal with version control
Audit Site Visits & Scheduling
- Auditor appointment scheduling with client confirmation
- GPS check-in for timesheet and compliance verification
- Field notes and observations captured digitally on mobile
Deadline & Compliance Campaigns
- Tax and regulatory deadline campaigns with action links
- Proactive advisory communication on regulatory changes
- Client-specific reminders by entity type and filing calendar
Billing & Collections
- Milestone-based invoice generation and WhatsApp delivery
- Automated reminders and partner escalation for overdue invoices
- Annual renewal workflow with satisfaction survey on closure
No-Code Custom App Builder
- Compliance calendars, internal approval workflows, HR systems
- Client-facing document portals and status dashboards
- Scales from boutique CA practice to Big 4-style operations
Ready to run a more organized, more profitable practice?
See how Round Infinity works for your firm in a 30-minute demo.
Schedule a Demo