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.
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.
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
A Clear Path From Bottleneck to Automated
Assess
We map your current workflows, identify repetitive admin work, and pinpoint the highest-leverage automation opportunities.
Automate
We design, build, and integrate automation across your existing tools — without ripping out what already works.
Optimize
We monitor performance, refine workflows, and continuously improve so your operations get sharper over time.
How Much Is Manual Admin Work Costing You?
Estimate the time and money you could reclaim by automating repetitive administrative work.
Assumes ~70% of repetitive admin work is automatable. Actual results vary.
Simple, Transparent Pricing
Monthly plans starting at $497/mo with a one-time setup fee. Every package includes implementation, onboarding, training, and a monthly strategy call.
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