Automation for CPA Firms
Stop Drowning in Manual Work.
Start Growing Your Practice.
automaze.me is the done-for-you automation partner for CPA firms. We scope, build, and manage the automations that free your team from repetitive tasks — so you can focus on serving clients and growing revenue.
Your team is spending 40%+ of their time on tasks that should be automated.
Client Onboarding
3+ hours per new client. Chasing documents. Manual data entry. Every. Single. Time.
Document Processing
Extracting data from tax documents by hand. Copy-paste between systems. Errors that cost you time and trust.
Bank Reconciliation
Hours of manual matching that should take minutes. Your staff's expertise is worth more than this.
Deadline Tracking
Spreadsheets and sticky notes. One missed deadline can cost a client relationship — or your license.
Client Communication
Individual status update emails. Phone tag. Clients asking "where are we?" when you're buried.
Reporting & Compliance
Manual report generation, duplicate data across systems. Time spent on compliance that automation could handle.
Automation, Not Outsourcing.
automaze.me is a service agency, not a SaaS product. We don't sell you software and leave you to figure it out. And we don't outsource your work offshore — we automate the work itself so your in-house team is more productive.
We Assess
We audit your top workflows and identify where automation will save the most time and money. You get a clear roadmap with ROI projections.
We Build
We design and deploy automations tailored to your firm — integrated with the tools you already use. Your team tests it. We go live together.
We Manage
We monitor, optimize, and support your automations 24/7. Monthly reporting shows exactly what you're saving. We own the outcome.
Services Built for CPA Firms
Transparent pricing. No hidden fees. No hourly billing surprises.
Workflow Audit
Identify your highest-ROI automation opportunities with a prioritized roadmap.
Automation Buildout
Custom automations designed, built, tested, and deployed for your firm.
Managed Automation
Ongoing monitoring, optimization, and SLA-backed support.
Full-Service Package
Audit + Build + Manage — end-to-end, bundled at 10-15% off.
Results We Deliver
Reduction in manual processing time
Reduction in data entry errors
Faster client onboarding
Hours/week saved per firm
What Clients Say
Results from teams that have worked with automaze.me.
80% Time Saved on Invoicing
Thanks to the automation solutions provided by automaze.me, we've significantly reduced our manual workload. By automating key steps in our invoicing process, we saved 80% of our time and shortened our payment cycle. Our operations are now more efficient and transparent. I highly recommend their services.
A Joy to Work With
Jon is probably the best person I have worked with in this area. Within 5 mins I knew Jon was the guy — he understood the challenge and indicated a solution right away. Not many people do that. He was also a joy to work with and made communication easy. I would highly recommend working with him.
Goes the Extra Mile
From the very beginning, Jon showcased a deep sense of commitment and professionalism that truly set him apart. Communication was an absolute breeze — always quick to respond and patient with clarifications. I wholeheartedly recommend him, especially if you're looking for someone who goes the extra mile with a keen eye for detail and a proactive mindset.
Be One of Our First 5 Clients
We're launching automaze.me with a founding client program. Get a free Workflow Audit (valued at $5,000) and 50% off your first Automation Buildout — in exchange for participating in a case study.
Limited to 5 firms. Zero risk. Real results.
Apply for the Founding Client ProgramReady to Automate Your Firm?
Book a free 30-minute consultation. We'll discuss your biggest workflow pain points and whether automation is the right move for your firm.