Your team went to school for this, and they spend busy season asking clients for the same missing forms. We build the systems that chase documents, handle intake and keep billing moving. For accounting firms, CPA practices and tax preparers.
Jay Awal · Founder and Systems ArchitectiMessage
Today 10:05
Example: a client file is incomplete
Every return starts with reminders and half-finished uploads. A staff member tracks who sent what in a spreadsheet and sends the same email again and again.
The return is done and waiting on an 8879 or an engagement letter. Someone sends one more reminder and the file sits.
You can’t hire enough qualified staff, so the same few people carry every deadline.
Every review, exception and difficult client lands on you. In busy season nobody else can answer the hard questions, so a day off isn’t an option.
Invoices go out late because the work comes first, and then someone has to chase those too. Extra work outside the engagement often never gets billed.
Keeping good people is as hard as finding them. Every departure puts more of the chasing on whoever stays.
It does the follow-up your staff should not have to do, and it only asks for what is missing. An example from busy season. Your firm approves every message and sets the schedule.
Set it to match your business. Nothing is saved or sent. Sales and hours are counted separately.
Sales at risk = leads a month × your close share × average value × 12 months × the share lost at your reply speed (0%, 30%, 55% or 70%, our planning assumptions). Busywork = 60% of your weekly hours at $35 an hour for 50 weeks. These are estimates, not promises.
Jay Awal has been the owner doing everything by hand at midnight. He started DispatchCo to build owner-run businesses the same kinds of systems his own businesses run on.
Personal checklists and reminders that only ask for what is still missing.
E-sign requests for 8879s and engagement letters get reminders until they come back signed.
Invoices go out on time and overdue ones get a polite reminder.
One clean path from new client to signed engagement letter, so your staff stop setting it up by hand.
Firms often run QuickBooks, Karbon, TaxDome or Canopy, plus a client portal. We check how your software connects before we quote, and we keep sensitive files inside the tools you already trust.
Your professionals keep the work that takes judgment.
Federal rules, including Section 7216, limit how return information can be used and shared. We keep it out of any tool your firm has not cleared.
Tax professionals need a written information security plan. New systems get reviewed against yours.
The systems handle admin. Your people do the judgment work and sign the work.
Every system comes with training for the people who run it.
Know what to build first and what it's worth.
For owners who want to know where AI pays off first.
Credited toward your Deployment
Your first system running in 30 days.
For owners who want it built and running.
Scoped from your Blind Spot Audit
Your team builds its own agents on real work.
For teams that need to use AI every day.
Scoped from your Blind Spot Audit
No surprises. You see the full scope and price before any work starts.
Our published case study is a care agency, not an accounting business. The problem was the same: work sat waiting for someone to send the next step. We moved their forms online and built a back end that sends it on its own. Licensing went from about 6 months to under 90 days, depending on the state agency.
See the Caregiving Solutions build
10 questions. See your score and top 3 blind spots right away.
Start my audit30 minutes on Zoom. We go over your report, check the numbers and agree on the first fix.
Biggest blind spot first, with your people trained to run it. The next system follows by day 90.
For Deployment clients. The extra system is no bigger than the smallest one in your Deployment, and it's delivered within 30 days.
Your team starts with work that is ready, not half a folder.
Signatures come back and invoices go out without a partner asking.
The chasing runs on its own, so the staff you have spend the season on returns.
No. Most of what we build for firms is reminders, routing and status, which never needs the contents of a return. Where AI does touch client data, we walk you through the vendor and its terms first.
First systems go live in about 30 days, so timing matters. Start in the fall and your team can test it on year-end work before organizers go out in January.
The same problems show up in most professional services firms, including document chasing, intake and billing. Take the Blind Spot Audit and it will show where yours stands.
Clients use what is simple. A short personal list and one secure link beats a long portal login, and reminders do the rest.
Yes, as drafts your team reviews. Routine updates can run on their own once you approve the wording.
Every build starts hands-on with our team, and you get a 30-minute check-in every week for the length of the build. Everything is built in your own accounts. We time the jobs in week 1 and again at day 90, so you see the result in hours, and you can stop anytime and keep what's built.
It depends on what we build, so we scope it from your Blind Spot Audit and a call. A 6-person shop and a 60-person company need different things. You see the full scope and price before any work starts.
We build it inside the software they already log into, write the playbooks with them and train them on their own real work. People use what they helped shape.
About 30 minutes a week to approve things and tell us what's off. You know your business, we know the build.
No. Blueprint, Deployment and Workshop are separate decisions. Stop after any of them and keep everything we made.
It comes with every Deployment. In week 1 we time the jobs we're automating with you and we both sign that number. At day 90 we time them again the same way. If your team isn't saving 10 hours a week, we build one more system free, no bigger than the smallest one in your Deployment, within 30 days. It applies when you've done your part: the week-1 timing, access within 5 business days, the weekly check-in, playbook approvals within 3 business days, and running the work through the systems.
The Blind Spot Audit shows where AI and systems would save you the most time and money. See your score and top 3 blind spots right away.
10 questionsResults right away