Reduce manual tasks in accounting firm operations using FirmOS

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FirmOS

accounting

FirmOS is an automation platform built for accounting firms to simplify client acquisition, hiring, and operations. It reduces manual work by integrating AI-driven systems that handle repetitive tasks and improve efficiency. Designed by CPAs, FirmOS helps firms run more smoothly with less day-to-day involvement from owners.

BusinessAI WorkflowsAutomationMarketing ToolsSales OptimizationsTalent ManagementDashboard AnalyticsMarketingProductivityFinance

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What to expect from an ideal product

1. Uses smart AI tools to handle boring data entry and number-crunching tasks
2. Connects different accounting systems together so data flows automatically
3. Streamlines client onboarding by auto-collecting documents and information
4. Takes care of routine client communications and follow-ups without manual effort
5. Makes hiring easier with automated applicant screening and onboarding processes