CPA & Bookkeeping Firms
Automation for CPA & Bookkeeping Firms
Stop chasing clients for documents and payments. Sabius automates the repetitive admin work that consumes your team during tax season and year-round.
Common Bottlenecks
What's Slowing Your Team Down
Document collection during tax season
Clients send things late, partially, or in the wrong format — and your team chases for weeks.
Client intake bottleneck
Engagement letters, W-9s, prior returns — the onboarding paperwork never ends.
Deadline reminder fatigue
Every filing date needs another round of nudges your staff has to send manually.
Invoice and AR follow-up
Unpaid invoices stack up because nobody enjoys chasing clients for money.
Repetitive client questions
Same questions, same answers, every week — eating into billable time.
What We Automate
Workflows Built Around Your Operations
- Client intake and engagement letter workflows
- Automated document request and reminder sequences
- Tax and filing deadline reminders
- Invoice and accounts receivable follow-up
- Client onboarding (new and returning)
- Internal task assignment across the team
Plans start at $997/month.
See Full PricingReady to Automate the Admin Work?
Book a free 30-minute automation assessment. We'll map your bottlenecks and show you what's automatable.
Book My Free Assessment