The document chase never ends
Ten reminder emails per client, and still missing a W-2.
// for accounting & bookkeeping firms
Tax season without the document chase.
Biko automates client document collection, onboarding, and receivables follow-up, so your team spends its hours on the work only they can do.
Client · Miller LLC on track
- Engagement letter signed
- Prior-year return uploaded
- Bank statements: reminder auto-sent
- Client can see status anytime
docs collected 3 days faster
illustrative
// where the season goes sideways
The bottleneck is never the work. It's getting the documents.
Onboarding is all manual
Every new client is the same setup, done by hand.
Deadlines pile up across clients
Dozens of filings, all tracked in someone's head.
Invoices go out late
The work is done, but the receivable ages.
// what we automate
The client admin, running itself.
We automate the collection and follow-up and connect to the tools you already run. Your ledger and tax software stay exactly where they are.
connects to your ledger, tax tools + client portal
- Client document collection and reminders
- Onboarding and prepared-by-client request lists
- Deadline tracking across every client
- Invoice and receivables follow-up
- A live status view your clients can see
// built for financial confidentiality
Your clients' financial data, protected by design.
Returns, statements, and SSNs are exactly the data your clients trust you to guard. We build with the safeguards a firm is expected to keep, an information security plan, controlled access, and clear ownership of every workflow, so the tooling supports your obligations instead of quietly widening your exposure.
Designed by a team with a CISSP and an enterprise compliance background. We wire around your ledger; we never become your books.
// the path
Start with one workflow. Prove it. Then go further.
01
Assess
A fixed-fee Sprint that ends in a plain-English roadmap you own.
02
Build
One tested, documented workflow, live in two to four weeks.
03
Support
We maintain it and find the next workflow worth automating.
Walk into next season ahead of it.
One honest conversation. If it's the wrong answer, we'll say so.