Client portals, document intake, workflow automation, and reporting that plugs directly into the Finlock accounting API for anything ledger-related. Built by a shop that lives the same compliance calendar every quarter.
> serving accounting firms in the Finger Lakes, Rochester metro & Western NY on-site · and across the US remotely
Branded client-facing portals for document upload, e-signature, and engagement letters. Client-side encryption at rest, fine-grained access, and audit logs that satisfy peer-review requirements.
Intake forms that generate a checklist per return type, auto-assign to preparers, and flag missing documents so nothing sits in an inbox. Fewer “did you get my 1099?” emails and fewer extensions.
Pull client ledgers on demand, push adjusting journal entries from your review tool, and sync A/P or A/R status across CRM and accounting without copy-paste.
Realization, utilization, aged WIP, partner realizations, and per-engagement profitability — in one dashboard instead of three spreadsheets. Updated from source systems nightly or in real time.
Engagement letters, invoices, tax organizers, and K-1 packets generated from templates and client data. Versioned, e-signable, and stored where the rest of your client file lives.
Pythn is a DBA of Finlock Accounting. If your build needs production-grade ledgers, invoicing, payroll, or reporting, we plug straight into the Finlock API instead of rebuilding the wheel.
Accounting firms are the densest users of SaaS we see. A typical small firm runs five to ten tools — tax software, practice management, QuickBooks Online, a secure portal, a CRM, e-sign, time tracking, a BI tool, and email. Most of the problems worth solving aren’t inside any single one of those tools. They’re in the gaps between them: the double entry, the status questions, the “where did that document go?” moments.
When we build for firms, we usually don’t replace the tax package or the ledger. We build the connective tissue: the client portal that feeds the tax package, the workflow engine that lives on top of practice management, the dashboard that rolls up data from everywhere. The firm keeps the specialty tools they trust and loses the copy-paste.
If the build touches ledgers, invoicing, or payroll, those pieces usually run on the Finlock API — our sister company — which gives you production-grade accounting without rebuilding it.
Timeline: 2–4 weeks for a focused tool (e.g. a branded client portal or a tax-intake workflow). 2–6 months for a full practice platform with CRM, portals, and dashboards integrated end-to-end.
Budget range: Focused tools typically land $5,000–$15,000. Full practice platforms usually fall between $15,000 and $50,000 depending on integration count and existing systems. Use the cost calculator for an estimate.
Integrations we touch most: QuickBooks, Xero, Lacerte / UltraTax / Drake, Karbon, Canopy, Stripe, Plaid, DocuSign, Microsoft 365, Google Workspace, Finlock.
Compliance: We build to AICPA peer-review standards for document retention, audit trails, and access control. For firms handling PII at scale, we can implement SOC 2-style controls as part of the build.
Pythn is a DBA of Finlock Accounting — we live the same compliance calendar every quarter. Tell us about your firm and the tools you already use; we’ll map where custom makes sense.
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